SSP

Sapphire Star Partners Portfolio holdings

AUM $74.7M
1-Year Est. Return 5.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+5.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$79M
AUM Growth
-$8.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$802K
3
+$319K
4
AMZN icon
Amazon
AMZN
+$286K
5
MKC icon
McCormick & Company Non-Voting
MKC
+$229K

Top Sells

1
+$1.12M
2
+$1.07M
3
+$990K
4
WMT icon
Walmart Inc
WMT
+$845K
5
CBRL icon
Cracker Barrel
CBRL
+$749K

Sector Composition

1 Technology 21.91%
2 Healthcare 19.68%
3 Industrials 15.53%
4 Communication Services 8.05%
5 Financials 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
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