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Home > Institutional Investor > Fort Point Capital Partners, Llc > Profile

Instuitional Investor - Fort Point Capital Partners, Llc

Fund Profile
Filing Period:
Fund Name: Fort Point Capital Partners, Llc
Portfolio Value $703,843,579
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 160,871 $76,463,580 10.86%
2.
Exxon Mobil CorpPUT
 XOM 303,200 $30,313,936 4.3%
3.
Ishares Trust
 IEF 264,030 $26,204,945 3.72%
4.
Vanguard Index Fds
 56,034 $24,475,774 3.47%
5.
Spdr Ser Tr
 264,118 $24,137,714 3.42%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)