Shorepoint Capital Companions LLC's High 5 Buys of the 2nd Quarter – GuruFocus.com

August 17, 2022 By admin

Shorepoint Capital Companions LLC not too long ago filed their 13F report for the second quarter of 2022, which ended on 2022-06-30.
The 13F report particulars which shares have been in a guru’s fairness portfolio on the finish of the quarter, although buyers ought to word that these filings are restricted in scope, containing solely a snapshot of lengthy positions in U.S.-listed shares and American depository receipts as of the quarter’s finish. They aren’t required to incorporate worldwide holdings, quick positions or different varieties of investments. Nonetheless, even this restricted submitting can present helpful data.
220 NORWOOD PARK SOUTH NORWOOD, MA 02062
As of the most recent 13F report, the guru’s fairness portfolio contained 83 shares valued at a complete of $237.00Mil. The highest holdings have been SCHD(5.74%), VTIP(5.05%), and ABBV(3.12%).
In keeping with GuruFocus knowledge, these have been Shorepoint Capital Companions LLC’s prime 5 trades of the quarter.
The guru established a brand new place price 122,641 shares in NAS:VMBS, giving the inventory a 2.48% weight within the fairness portfolio. Shares traded for a median value of $47.93 throughout the quarter.
On 08/16/2022, Vanguard Mortgage-Backed Securities ETF traded for a value of $48.84 per share and a market cap of $14.83Bil. The inventory has returned -7.20% over the previous yr.
There may be inadequate knowledge to calculate the inventory’s monetary power and profitability rankings.
The guru established a brand new place price 83,611 shares in ARCA:GTO, giving the inventory a 1.7% weight within the fairness portfolio. Shares traded for a median value of $49.46 throughout the quarter.
On 08/16/2022, Invesco Whole Return Bond ETF traded for a value of $49.4006 per share and a market cap of $899.09Mil. The inventory has returned -12.00% over the previous yr.
There may be inadequate knowledge to calculate the inventory’s monetary power and profitability rankings.
When it comes to valuation, Invesco Whole Return Bond ETF has a price-earnings ratio of 28.35 and a price-book ratio of 4.00.
The guru established a brand new place price 319,970 shares in NYSE:EFR, giving the inventory a 1.66% weight within the fairness portfolio. Shares traded for a median value of $12.51 throughout the quarter.
On 08/16/2022, Eaton Vance Senior Floating Fee Belief traded for a value of $13.01 per share and a market cap of $379.51Mil. The inventory has returned -3.08% over the previous yr.
GuruFocus offers the corporate a monetary power ranking of three out of 10 and a profitability ranking of three out of 10.
When it comes to valuation, Eaton Vance Senior Floating Fee Belief has a price-earnings ratio of 35.55, a price-book ratio of 0.95 and a price-sales ratio of 36.24.
The guru established a brand new place price 66,200 shares in NAS:PFF, giving the inventory a 0.92% weight within the fairness portfolio. Shares traded for a median value of $33.45 throughout the quarter.
On 08/16/2022, ISHARES TRUST traded for a value of $35.23 per share and a market cap of $16.28Bil. The inventory has returned -6.50% over the previous yr.
There may be inadequate knowledge to calculate the inventory’s monetary power and profitability rankings.
The guru established a brand new place price 35,579 shares in BATS:JMUB, giving the inventory a 0.75% weight within the fairness portfolio. Shares traded for a median value of $49.94 throughout the quarter.
On 08/16/2022, JPMorgan Municipal ETF traded for a value of $51.01 per share and a market cap of $234.65Mil. The inventory has returned -6.33% over the previous yr.
There may be inadequate knowledge to calculate the inventory’s monetary power and profitability rankings.
Please word, the numbers and info quoted are as of the writing of this text and should not issue within the newest buying and selling knowledge or firm bulletins.
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