SFP

Santa Fe Partners Portfolio holdings

AUM $608M
1-Year Est. Return 8.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$493M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
483
New
Increased
Reduced
Closed

Top Buys

1 +$3.02M
2 +$2.95M
3 +$2.94M
4
FFIV icon
F5
FFIV
+$2.8M
5
LLY icon
Eli Lilly
LLY
+$2.79M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 14.41%
2 Technology 13.43%
3 Financials 13.41%
4 Healthcare 11.38%
5 Industrials 10.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$157K 0.03%
+21,997
477
$153K 0.03%
+12,564
478
$148K 0.03%
+14,009
479
$143K 0.03%
+7,063
480
$141K 0.03%
+13,761
481
$124K 0.03%
+25,125
482
$61K 0.01%
+6,206