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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
51
$889K 0.56%
2,195
+280
52
$874K 0.55%
5,189
-240
53
$864K 0.54%
35,436
+218
54
$851K 0.53%
10,500
55
$850K 0.53%
3,585
+1,942
56
$845K 0.53%
33,644
+164
57
$830K 0.52%
12,127
-6,600
58
$830K 0.52%
1,815
+10
59
$781K 0.49%
7,973
+265
60
$763K 0.48%
11,145
+1,631
61
$757K 0.47%
2,049
+20
62
$731K 0.46%
2,407
+390
63
$729K 0.46%
2,800
-115
64
$716K 0.45%
6,116
65
$711K 0.44%
8,454
+130
66
$708K 0.44%
1,891
+477
67
$696K 0.43%
2,408
+20
68
$677K 0.42%
9,012
+7,914
69
$675K 0.42%
3,125
+550
70
$672K 0.42%
9,031
71
$665K 0.41%
998
72
$661K 0.41%
2,715
-10
73
$655K 0.41%
5,719
-1,054
74
$652K 0.41%
5,813
-170
75
$631K 0.39%
682
+142
1 2
3
4 5