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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
101
$115K 0.02%
+355
102
$114K 0.02%
+2,587
103
$113K 0.02%
+955
104
$112K 0.02%
+2,411
105
$110K 0.02%
+860
106
$110K 0.02%
+1,765
107
$109K 0.02%
+2,946
108
– –
0
109
$108K 0.02%
+575
110
$107K 0.02%
+2,000
111
$106K 0.02%
+2,390
112
$105K 0.02%
+6,723
113
$103K 0.02%
960
-3,355
114
$101K 0.02%
+1,550
115
$101K 0.02%
+1,200
116
$99.2K 0.02%
+4,250
117
$94.2K 0.02%
+600
118
$93.8K 0.02%
+1,285
119
$92.3K 0.02%
+485
120
$84.6K 0.02%
+1,725
121
$80.5K 0.01%
+2,385
122
$69.1K 0.01%
+1,050
123
$67.1K 0.01%
+1,000
124
$61.4K 0.01%
+1,459
125
$56.1K 0.01%
+535
3 4
5
6 7