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SFP
Santa Fe Partners Portfolio holdings
AUM
$608M
1-Year Est. Return
8.76%
This Fund
S&P 500
This Quarter
Est. Return
+0.29%
1 Year Est. Return
+8.76%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$493M
AUM Growth
–
Cap. Flow
+$501M
Cap. Flow
% of AUM
101.67%
Top 10 Holdings %
Top 10 Hldgs %
5.19%
Holding
483
New
483
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
BTU
PEABODY ENERGY CORP COM STK NEW (DE)
BTU
|
+$3.02M |
| 2 |
B
Barrick Mining
B
|
+$2.95M |
| 3 |
ARMH
ARM HOLDINGS PLC ADS
ARMH
|
+$2.94M |
| 4 |
F5
FFIV
|
+$2.8M |
| 5 |
Eli Lilly
LLY
|
+$2.79M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 14.41% |
| 2 | Technology | 13.43% |
| 3 | Financials | 13.41% |
| 4 | Healthcare | 11.38% |
| 5 | Industrials | 10.31% |
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Santa Fe Partners's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Santa Fe Partners, which disclosed 483 positions worth $493M. Its ten largest holdings account for 5.2% of the portfolio.
Its largest position is PEABODY ENERGY CORP COM STK NEW (DE): 10,513 shares worth $2.31M.
By sector, the portfolio is most concentrated in Consumer Discretionary at 14% of assets, followed by Technology and Financials.
- Santa Fe Partners's largest Q2 2013 buy was PEABODY ENERGY CORP COM STK NEW (DE): 10,513 shares worth $2.31M.
- Santa Fe Partners's ten largest holdings make up 5.2% of its $493M portfolio in Q2 2013.
- Santa Fe Partners disclosed 483 positions in Q2 2013, its first 13F filing on record.
Based on Santa Fe Partners's 13F filing for Q2 2013, filed 13 Aug 2013.