Fort Point Capital Partners LLC
CIK Number: 0001589282
906.12M
Market Value
291
# of Holdings
14 months
Avg. Holding Period
38.75%
Win Rate
13.27%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ET... | 596.36 | +0.05% | 150.5K | -2.47% | 88.21M | 275.4 | 9.61% |
| 2 | VOO | Vanguard 500 In... | 548.18 | +0.03% | 70.8K | +4.58% | 38.15M | 380.79 | 4.16% |
| 3 | AGG | iShares Core U.... | 98.00 | +0.57% | 354.02K | +10.54% | 34.3M | 102.88 | 3.74% |
| 4 | IVV | iShares Core S&... | 599.22 | +0.05% | 49.79K | +6.38% | 29.31M | 417.18 | 3.19% |
| 5 | MUB | iShares Nationa... | 103.55 | +0.24% | 259.5K | +24.40% | 27.65M | 106.93 | 3.01% |
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