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

August 17, 2022 By admin

Shorepoint Capital Companions LLC lately filed their 13F report for the second quarter of 2022, which ended on 2022-06-30.
The 13F report particulars which shares had been in a guru’s fairness portfolio on the finish of the quarter, although buyers ought to be aware 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 don’t seem to be required to incorporate worldwide holdings, brief positions or different kinds of investments. Nonetheless, even this restricted submitting can present priceless info.
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 had been SCHD(5.74%), VTIP(5.05%), and ABBV(3.12%).
Based on GuruFocus knowledge, these had been Shorepoint Capital Companions LLC’s high 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 mean worth of $47.93 throughout the quarter.
On 08/16/2022, Vanguard Mortgage-Backed Securities ETF traded for a worth 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 energy and profitability scores.
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 mean worth of $49.46 throughout the quarter.
On 08/16/2022, Invesco Complete Return Bond ETF traded for a worth 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 energy and profitability scores.
By way of valuation, Invesco Complete 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 mean worth of $12.51 throughout the quarter.
On 08/16/2022, Eaton Vance Senior Floating Fee Belief traded for a worth of $13.01 per share and a market cap of $379.51Mil. The inventory has returned -3.08% over the previous yr.
GuruFocus provides the corporate a monetary energy ranking of three out of 10 and a profitability ranking of three out of 10.
By way of 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 mean worth of $33.45 throughout the quarter.
On 08/16/2022, ISHARES TRUST traded for a worth 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 energy and profitability scores.
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 mean worth of $49.94 throughout the quarter.
On 08/16/2022, JPMorgan Municipal ETF traded for a worth 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 energy and profitability scores.
Please be aware, the numbers and info quoted are as of the writing of this text and will not issue within the newest buying and selling knowledge or firm bulletins.
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