SPF

South Plains Financial Portfolio holdings

AUM $160M
1-Year Est. Return 15.89%
This Quarter Est. Return
1 Year Est. Return
+15.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$160M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1 +$696K
2 +$681K
3 +$594K
4
MSFT icon
Microsoft
MSFT
+$544K
5
AAPL icon
Apple
AAPL
+$504K

Top Sells

1 +$773K
2 +$452K
3 +$372K
4
UNH icon
UnitedHealth
UNH
+$278K
5
ACN icon
Accenture
ACN
+$241K

Sector Composition

1 Technology 20.06%
2 Financials 8.99%
3 Industrials 6.18%
4 Consumer Discretionary 5.8%
5 Healthcare 5.72%

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