SP
Stablepoint Partners Portfolio holdings
AUM
$630M
1-Year Est. Return
18.43%
1 Year Est. Return
+18.43%
AUM
$630M
AUM Growth
+$42.1M
(+7.2%)
Holding
254
Top Buys
| 1 | +$1.08M | |
| 2 | +$989K | |
| 3 | +$958K | |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$927K |
| 5 |
Apple
AAPL
|
+$888K |
Top Sells
| 1 | +$2.65M | |
| 2 | +$1.53M | |
| 3 | +$1.01M | |
| 4 |
iShares Gold Trust
IAU
|
+$969K |
| 5 |
Trade Desk
TTD
|
+$940K |
Sector Composition
| 1 | Technology | 17% |
| 2 | Healthcare | 11.88% |
| 3 | Financials | 11.74% |
| 4 | Consumer Staples | 7.79% |
| 5 | Communication Services | 6.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Nike
NKE
$97.4B
| – | – |
-3,217
|
|
||
252
Oneok
OKE
$46.5B
| – | – |
-2,507
|
|
||
|
253
Trade Desk
TTD
$19.1B
| – | – |
-13,055
|
|
||
254
Vanguard High Dividend Yield ETF
VYM
$67.7B
| – | – |
-3,498
|
|