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
$493M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
483
New
Increased
Reduced
Closed

Top Buys

1 +$2.61M
2 +$2.59M
3 +$2.58M
4
MA icon
Mastercard
MA
+$2.57M
5
AMZN icon
Amazon
AMZN
+$2.55M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 14.41%
2 Financials 13.47%
3 Technology 13.43%
4 Healthcare 11.38%
5 Industrials 10.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$176K 0.04%
+18,453
477
$157K 0.03%
+21,997
478
$153K 0.03%
+12,564
479
$148K 0.03%
+14,009
480
$143K 0.03%
+7,063
481
$141K 0.03%
+13,761
482
$124K 0.03%
+25,125
483
$61K 0.01%
+6,206