Portfolio (Quarterly)
Guide ↗
Single Point Partners, LLC
· CIK 0001801184| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | ACWX | ISHARES TR | — | 13,393.0 | $96K | 0.02% | NEW | — | $7.17 | +987.2% |
| 102 | SMMD | ISHARES TR | — | 22,779.0 | $23K | 0.00% | NEW | — | $1.00 | +9086.0% |
| 103 | XYLD CALL | GLOBAL X FDS | — | 22,102.0 | $9K | 0.00% | NEW | — | $0.41 | +10108.8% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
43.5%
Technology
32.5%
Communication Services
6.6%
Consumer Cyclical
6.0%
Utilities
3.6%
Healthcare
3.0%
Industrials
2.9%
Consumer Defensive
0.9%
Basic Materials
0.8%