StockDriftsStockDriftsTop 50 Fort Point Capital Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 8.5% | 99.4K | $64.8M | -1.87%(-1.89K) | $323.51(+131.27%) | 2026-03-31 | |
| AGG | ISHARES TR | 6.23% | 478.4K | $47.5M | +4.36%(+19.98K) | $102.40(-3.67%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 6.15% | 78.5K | $46.9M | -12.01%(-10.72K) | $422.53(+62.76%) | 2026-03-31 | |
| IEFA | ISHARES TR | 5.04% | 424.8K | $38.5M | -2.10%(-9.13K) | $75.46(+28.43%) | 2026-03-31 | |
| VTEB | VANGUARD MUN BD FDS | 4.92% | 751.2K | $37.5M | -27.46%(-284.41K) | $50.66(-1.20%) | 2026-03-31 | |
| MUB | ISHARES TR | 4.55% | 326.9K | $34.7M | +33.42%(+81.89K) | $107.26(-0.56%) | 2026-03-31 | |
| BIL | SPDR SERIES TRUST | 3.43% | 285.7K | $26.2M | +13.18%(+33.27K) | $91.65(-0.15%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.83% | 336.3K | $21.5M | -9.62%(-35.78K) | $49.04(+43.88%) | 2026-03-31 | |
| FRPT | FRESHPET INC | 2.69% | 347.3K | $20.5M | +0.00%(+0) | $99.92(-50.62%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.61% | 30.5K | $19.9M | +20.22%(+5.13K) | $464.02(+61.97%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.80% | +28.78% |
| Top 20 Holdings Unweighted | +8.45% | +27.57% |
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