SP
Stablepoint Partners Portfolio holdings
AUM
$641M
1-Year Est. Return
21.84%
1 Year Est. Return
+21.84%
AUM
$641M
AUM Growth
+$10.9M
(+1.7%)
Holding
251
Top Buys
| 1 | +$4.57M | |
| 2 | +$2.33M | |
| 3 | +$2.25M | |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
+$574K |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$424K |
Top Sells
| 1 | +$7.22M | |
| 2 | +$1.51M | |
| 3 | +$737K | |
| 4 |
Kimberly-Clark
KMB
|
+$705K |
| 5 |
Pfizer
PFE
|
+$421K |
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
American Tower
AMT
$85.9B
| – | – |
-1,206
|
|