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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 $906,121,630
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 146,582 $81,996,611 9.05%
2.
Ishares Trust
 IEF 378,114 $37,402,990 4.13%
3.
Vanguard Index Fds - S&P 500 ETF SHS
 69,791 $35,866,247 3.96%
4.
Spdr Ser Tr
 327,980 $30,085,650 3.32%
5.
Vanguard Mun Bd Fds
 587,796 $29,166,424 3.22%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)