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SP

Saranac Partners Portfolio holdings

AUM $231M
1-Year Est. Return 14.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$552M
AUM Growth
+$364M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$5.34M
2
+$3.21M
3
+$984K
4
TTE icon
TotalEnergies
TTE
+$685K
5
AAPL icon
Apple
AAPL
+$663K

Top Sells

1
+$4.72M
2
+$2.26M
3
+$1.69M
4
B
Barrick Mining
B
+$675K
5
BAC icon
Bank of America
BAC
+$574K

Sector Composition

1 Technology 13.84%
2 Financials 5.53%
3 Healthcare 5.48%
4 Consumer Discretionary 3.6%
5 Industrials 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$170K 0.03%
+545
77
$170K 0.03%
+580
78
$169K 0.03%
+2,130
79
$169K 0.03%
+11,140
80
$166K 0.03%
+758
81
$166K 0.03%
+810
82
$161K 0.03%
330
-150
83
$160K 0.03%
+1,940
84
$154K 0.03%
+1,015
85
$150K 0.03%
+1,205
86
$146K 0.03%
+1,260
87
$145K 0.03%
+3,459
88
$139K 0.03%
+1,365
89
$136K 0.02%
+1,410
90
$135K 0.02%
+1,679
91
$135K 0.02%
+1,000
92
$132K 0.02%
+417
93
$130K 0.02%
+800
94
$126K 0.02%
+1,120
95
$122K 0.02%
+414
96
$120K 0.02%
+3,427
97
$118K 0.02%
+1,060
98
$117K 0.02%
+7,330
99
$116K 0.02%
+1,850
100
$115K 0.02%
+1,520
2 3
4
5 6