StockDriftsStockDriftsTop 50 Pointe Capital Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 8.27% | 39.2K | $16.7M | +1.36%(+527) | $216.03(-42.43%) | 2026-03-31 | |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 7.15% | 97.5K | $14.4M | -0.88%(-862) | $85.30(+82.60%) | 2026-03-31 | |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | 5.73% | 145.9K | $11.6M | +4.97%(+6.91K) | $78.98(-0.23%) | 2026-03-31 | |
| SHY | ISHARES 1-3 YR TREASURY BOND ETF | 4.85% | 118.5K | $9.8M | +8.51%(+9.29K) | $83.92(-2.22%) | 2026-03-31 | |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | 3.42% | 32.3K | $6.9M | +7.32%(+2.20K) | $169.24(+37.19%) | 2026-03-31 | |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 3.34% | 96.7K | $6.7M | +2.47%(+2.33K) | $53.31(+49.11%) | 2026-03-31 | |
| GLD | SPDR GOLD ETF | 3.08% | 14.5K | $6.2M | -3.16%(-471) | $178.53(+133.73%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC | 2.91% | 12.3K | $5.9M | -2.62%(-330) | $160.68(+200.40%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.81% | 22.4K | $5.7M | +0.03%(+6) | $98.99(+203.30%) | 2026-03-31 | |
| MSFT | MICROSOFT | 1.64% | 8.9K | $3.3M | -3.05%(-281) | $118.38(+256.42%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.52% | +38.68% |
| Top 20 Holdings Unweighted | +13.30% | +45.44% |
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