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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
76
$624K 0.39%
3,047
-1,816
77
$616K 0.38%
2,856
78
$585K 0.37%
2,665
+447
79
$583K 0.36%
8,553
80
$555K 0.35%
1,607
-804
81
$536K 0.33%
880
+158
82
$515K 0.32%
2,179
+760
83
$512K 0.32%
6,789
+52
84
$508K 0.32%
11,042
85
$501K 0.31%
2,070
86
$495K 0.31%
1,756
+1,490
87
$472K 0.29%
4,124
+514
88
$452K 0.28%
921
+224
89
$448K 0.28%
4,740
+1,355
90
$448K 0.28%
6,675
+1,377
91
$442K 0.28%
1,567
+388
92
$429K 0.27%
2,510
+1,337
93
$429K 0.27%
14,152
94
$409K 0.26%
3,845
95
$405K 0.25%
3,796
96
$391K 0.24%
1,427
+300
97
$378K 0.24%
14,849
98
$364K 0.23%
5,345
99
$352K 0.22%
3,684
-1,070
100
$350K 0.22%
2,765
2 3
4
5 6