SP
Stablepoint Partners Portfolio holdings
AUM
$588M
This Quarter Return
+11.27%
1 Year Return
+19.3%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$390M
AUM Growth
–
Cap. Flow
+$390M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
17.94%
Holding
218
New
218
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$12.5M |
| 2 |
Microsoft
MSFT
|
$7.87M |
| 3 |
JPMorgan Chase
JPM
|
$7.39M |
| 4 |
Broadcom
AVGO
|
$7.1M |
| 5 |
iShares Gold Trust
IAU
|
$6.36M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 14.97% |
| 2 | Financials | 13.44% |
| 3 | Healthcare | 12.57% |
| 4 | Consumer Staples | 8.85% |
| 5 | Communication Services | 6.24% |
