SP
Stablepoint Partners Portfolio holdings
AUM
$641M
1-Year Est. Return
21.84%
This Fund
S&P 500
1 Year Est. Return
+21.84%
AUM
$641M
AUM Growth
+$10.9M
(+1.7%)
Holding
251
Top Buys
| 1 | +$4.58M | |
| 2 | +$2.33M | |
| 3 | +$2.25M | |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
+$571K |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$426K |
Top Sells
| 1 | +$7.22M | |
| 2 | +$1.49M | |
| 3 | +$771K | |
| 4 |
Kimberly-Clark
KMB
|
+$765K |
| 5 |
Pfizer
PFE
|
+$426K |
Sector Composition
| 1 | Technology | 17.15% |
| 2 | Healthcare | 12.66% |
| 3 | Financials | 11.96% |
| 4 | Consumer Staples | 7.42% |
| 5 | Communication Services | 6.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
GE Vernova
GEV
$227B
| – | – |
-589
|
|