Union Point Advisors, LLC

data from 31/03/2015

Capitalization

$ 193.823 M

-18.54%

Performance

$ 26.692 M

19.91%

Average holding period

3 years

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Union Point Advisors, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2015/03/31 META FACEBOOK INC 8.36% 16.206 M $ 197114 2013/09/30 468.997 K $ 5.38 %
2015/03/31 AAPL APPLE INC 7.55% 14.642 M $ 117669 2013/09/30 1.570 M $ 12.72 %
2015/03/31 CCI CROWN CASTLE INTL CORP NEW 7.37% 14.276 M $ 172962 2014/12/31 599.773 K $ 4.88 %
2015/03/31 AMT AMERICAN TOWER CORP NEW 6.78% 13.143 M $ 139596 2015/03/31 0.000 $ 0.00 %
2015/03/31 ARM ARM HLDGS PLC 6.73% 13.037 M $ 264444 2014/12/31 0.000 $ 0.00 %
2015/03/31 V VISA INC 6.66% 12.913 M $ 197410 2013/12/31 0.000 $ 0.00 %
2015/03/31 NXPI NXP SEMICONDUCTORS N V 6.62% 12.839 M $ 127927 2015/03/31 0.000 $ 0.00 %
2015/03/31 SUNEDISON INC 6.28% 12.178 M $ 507404 2013/12/31 0.000 $ 0.00 %
2015/03/31 MXIM MAXIM INTEGRATED PRODS INC 5.96% 11.561 M $ 332117 2014/12/31 997.377 K $ 9.22 %
2015/03/31 GOOGL GOOGLE INC 5.43% 10.523 M $ 18971 2015/03/31 0.000 $ 0.00 %
2015/03/31 WDC WESTERN DIGITAL CORP 5.01% 9.720 M $ 106799 2015/03/31 0.000 $ 0.00 %
2015/03/31 DLPH DELPHI AUTOMOTIVE PLC 4.35% 8.427 M $ 105675 2015/03/31 0.000 $ 0.00 %
2015/03/31 CRM SALESFORCE COM INC 3.78% 7.329 M $ 109705 2013/09/30 1.828 M $ 12.65 %
2015/03/31 TWTR TWITTER INC 3.32% 6.437 M $ 128537 2014/06/30 0.000 $ 0.00 %
2015/03/31 NXP SEMICONDUCTORS N V 2.80% 5.419 M $ 54000 2015/03/31 0.000 $ 0.00 %
2015/03/31 NOW SERVICENOW INC 2.51% 4.861 M $ 61701 2013/12/31 1.846 M $ 16.11 %
2015/03/31 GPRO GOPRO INC 2.39% 4.638 M $ 106841 2014/12/31 -218.425 K $ -31.34 %
2015/03/31 CREE INC 1.83% 3.549 M $ 100000 2015/03/31 0.000 $ 0.00 %
2015/03/31 CREE INC 1.83% 3.549 M $ 100000 2015/03/31 0.000 $ 0.00 %
2015/03/31 TSLA TESLA MTRS INC 1.70% 3.303 M $ 17500 2015/03/31 0.000 $ 0.00 %
2015/03/31 WHR WHIRLPOOL CORP 1.36% 2.643 M $ 13078 2014/09/30 820.460 K $ 4.29 %
2015/03/31 BABA ALIBABA GROUP HLDG LTD 1.36% 2.630 M $ 31595 2014/09/30 -1.741 M $ -19.92 %
2015/03/31 XLI SELECT SECTOR SPDR TR 0.00% 0.000 $ 0 2014/12/31 0.000 $ 0.00 %
2015/03/31 CMCSA COMCAST CORP NEW 0.00% 0.000 $ 0 2014/09/30 0.000 $ 0.00 %
2015/03/31 FREESCALE SEMICONDUCTOR LTD 0.00% 0.000 $ 0 2014/12/31 0.000 $ 0.00 %
2015/03/31 PEGI PATTERN ENERGY GROUP INC 0.00% 0.000 $ 0 2014/03/31 0.000 $ 0.00 %
2015/03/31 AMAT APPLIED MATLS INC 0.00% 0.000 $ 0 2014/06/30 0.000 $ 0.00 %
2015/03/31 VSLR VIVINT SOLAR INC 0.00% 0.000 $ 0 2014/12/31 0.000 $ 0.00 %
2015/03/31 GPRO GOPRO INC 0.00% 0.000 $ 0 2014/09/30 0.000 $ 0.00 %
2015/03/31 CREE CREE INC 0.00% 0.000 $ 0 2014/06/30 0.000 $ 0.00 %
2015/03/31 BWA BORGWARNER INC 0.00% 0.000 $ 0 2014/03/31 0.000 $ 0.00 %
2015/03/31 PCP PRECISION CASTPARTS CORP 0.00% 0.000 $ 0 2014/12/31 0.000 $ 0.00 %
2015/03/31 ARM ARM HLDGS PLC 0.00% 0.000 $ 0 2014/12/31 0.000 $ 0.00 %
2015/03/31 MA MASTERCARD INC 0.00% 0.000 $ 0 2013/09/30 0.000 $ 0.00 %
2015/03/31 SOLARCITY CORP 0.00% 0.000 $ 0 2013/12/31 0.000 $ 0.00 %