SP
Stablepoint Partners Portfolio holdings
AUM
$588M
1-Year Return
19.3%
This Quarter Return
+7.97%
1 Year Return
+19.3%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$549M
AUM Growth
+$32.9M
(+6.4%)
Cap. Flow
-$74.3M
Cap. Flow
% of AUM
-13.53%
Top 10 Holdings %
Top 10 Hldgs %
18.91%
Holding
245
New
4
Increased
114
Reduced
86
Closed
6
Top Buys
Top Sells
| 1 |
Broadcom
AVGO
|
$81.8M |
| 2 |
Arista Networks
ANET
|
$494K |
| 3 |
Netflix
NFLX
|
$442K |
| 4 |
Albemarle
ALB
|
$401K |
| 5 |
NVIDIA
NVDA
|
$379K |
Sector Composition
| 1 | Technology | 14.84% |
| 2 | Healthcare | 12.55% |
| 3 | Financials | 11.77% |
| 4 | Consumer Staples | 8.57% |
| 5 | Consumer Discretionary | 6.45% |
