FI
Fosun International Portfolio holdings
AUM
$429M
1-Year Est. Return
7.9%
This Fund
S&P 500
1 Year Est. Return
+7.9%
AUM
$429M
AUM Growth
+$162M
(+61%)
Holding
59
Top Buys
| 1 | +$1.7B | |
| 2 | +$1.38B | |
| 3 | +$334M | |
| 4 |
CHA
Chagee Holdings Ltd
CHA
|
+$110M |
| 5 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$13.5M |
Top Sells
| 1 | +$752K | |
| 2 | +$741K | |
| 3 | +$637K | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$553K |
| 5 |
Amer Sports
AS
|
+$539K |
Sector Composition
| 1 | Consumer Discretionary | 63.95% |
| 2 | Healthcare | 10.98% |
| 3 | Technology | 3.04% |
| 4 | Financials | 1.6% |
| 5 | Communication Services | 1.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
NextEra Energy
NEE
$193B
| $221K | 0.05% |
2,749
|
|
||
52
Coca-Cola
KO
$345B
| $211K | 0.05% |
3,016
|
|
||
53
Apple
AAPL
$3.89T
| – | – |
-2,500
|
|
||
54
Deere & Co
DE
$171B
| – | – |
-547
|
|
||
55
Meta Platforms (Facebook)
META
$1.65T
| – | – |
-700
|
|
||
56
Nature's Sunshine
NATR
$486M
| – | – |
-47,758
|
|
||
|
57
Amer Sports
AS
$21B
| – | – |
-15,500
|
|