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SPF

South Plains Financial Portfolio holdings

AUM $172M
1-Year Est. Return 21.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.08%
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
+$663K
2
+$648K
3
+$565K
4
MSFT icon
Microsoft
MSFT
+$536K
5
CRM icon
Salesforce
CRM
+$490K

Top Sells

1
+$731K
2
+$441K
3
+$329K
4
ACN icon
Accenture
ACN
+$255K
5
UNH icon
UnitedHealth
UNH
+$243K

Sector Composition

1 Technology 20.06%
2 Financials 8.99%
3 Industrials 6.18%
4 Consumer Discretionary 5.8%
5 Healthcare 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.44M 0.9%
1,238
-113
27
$1.44M 0.9%
24,064
-211
28
$1.44M 0.9%
6,217
+372
29
$1.4M 0.87%
9,094
+428
30
$1.37M 0.86%
13,297
+1,095
31
$1.36M 0.85%
9,712
+619
32
$1.3M 0.81%
15,446
+2,485
33
$1.3M 0.81%
7,743
+773
34
$1.28M 0.8%
6,441
+154
35
$1.26M 0.79%
3,689
-75
36
$1.23M 0.77%
3,505
-90
37
$1.22M 0.76%
12,160
38
$1.18M 0.73%
7,400
+34
39
$1.17M 0.73%
2,328
+419
40
$1.16M 0.72%
7,465
+99
41
$1.11M 0.69%
3,958
+80
42
$1.1M 0.69%
2,274
+423
43
$1.08M 0.67%
20,920
-1,645
44
$1.08M 0.67%
2,257
+276
45
$1.07M 0.67%
3,033
-306
46
$1.05M 0.66%
2,486
-25
47
$982K 0.61%
4,823
+50
48
$931K 0.58%
4,633
+425
49
$929K 0.58%
8,239
+2,353
50
$913K 0.57%
6,241
+362
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2
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