SFP

Santa Fe Partners Portfolio holdings

AUM $608M
1-Year Est. Return 8.76%
This Quarter Est. Return
1 Year Est. Return
+8.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$733M
AUM Growth
-$92.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
664
New
Increased
Reduced
Closed

Top Buys

1
+$3.79M
2
+$3.76M
3
+$3.75M
4
LYB icon
LyondellBasell Industries
LYB
+$3.74M
5
EBAY icon
eBay
EBAY
+$3.72M

Top Sells

1
+$4.43M
2
+$4.18M
3
+$4.18M
4
EW icon
Edwards Lifesciences
EW
+$4.16M
5
BDX icon
Becton Dickinson
BDX
+$4.15M

Sector Composition

1 Consumer Discretionary 15.64%
2 Technology 12.71%
3 Healthcare 12.5%
4 Industrials 12.42%
5 Financials 10.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$408K 0.06%
+11,264
402
$403K 0.06%
14,523
-428
403
$399K 0.05%
+4,938
404
$395K 0.05%
2,189
-5,892
405
$392K 0.05%
+8,517
406
$385K 0.05%
+5,218
407
$376K 0.05%
+6,107
408
$375K 0.05%
+16,436
409
$369K 0.05%
35,500
-12,010
410
$360K 0.05%
6,612
-1,993
411
$351K 0.05%
20,040
-7,501
412
$351K 0.05%
+8,460
413
$349K 0.05%
4,002
-17,207
414
$344K 0.05%
20,692
-3,998
415
$343K 0.05%
+21,175
416
$333K 0.05%
+29,497
417
$332K 0.05%
+12,790
418
$330K 0.05%
+10,253
419
$326K 0.04%
+14,042
420
$326K 0.04%
17,237
-2,546
421
$323K 0.04%
+4,303
422
$321K 0.04%
+1,465
423
$316K 0.04%
+5,062
424
$315K 0.04%
+6,290
425
$313K 0.04%
+6,346
15 16
17
18 19