SPC

Spirepoint Private Client Portfolio holdings

AUM $886M
1-Year Est. Return 17.58%
This Quarter Est. Return
1 Year Est. Return
+17.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$798M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$6.44M
2
+$5.98M
3
+$4.62M
4
AMLP icon
Alerian MLP ETF
AMLP
+$3.85M
5
MSFT icon
Microsoft
MSFT
+$3.06M

Top Sells

1
+$4.76M
2
+$3.99M
3
+$2.77M
4
CCI icon
Crown Castle
CCI
+$2.62M
5
PLTR icon
Palantir
PLTR
+$853K

Sector Composition

1 Industrials 26.53%
2 Technology 19.22%
3 Healthcare 10.32%
4 Consumer Discretionary 8.56%
5 Financials 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-2,000
227
– –
-3,655
228
– –
-1,369
6 7 8 9
10