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
$826M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
650
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$4.16M
3
+$4.11M
4
UHS icon
Universal Health Services
UHS
+$4.11M
5
META icon
Meta Platforms (Facebook)
META
+$4.1M

Top Sells

1
+$4.13M
2
+$4.08M
3
+$4.05M
4
COL
Rockwell Collins
COL
+$4.04M
5
ADBE icon
Adobe
ADBE
+$4.03M

Sector Composition

1 Technology 14.5%
2 Industrials 13.13%
3 Consumer Discretionary 12.81%
4 Healthcare 11.81%
5 Financials 10.85%
Name Market Value Portfolio Weight Shares or Principal Change
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