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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
101
$343K 0.21%
14,025
102
$330K 0.21%
1,340
-977
103
$321K 0.2%
+421
104
$320K 0.2%
13,969
+4,480
105
$299K 0.19%
2,415
+1,496
106
$297K 0.19%
1,347
107
$285K 0.18%
2,008
108
$284K 0.18%
1,433
+324
109
$273K 0.17%
+286
110
$272K 0.17%
3,219
-11
111
$271K 0.17%
542
+28
112
$263K 0.16%
3,139
113
$254K 0.16%
1,895
+1,858
114
$248K 0.15%
+1,037
115
$243K 0.15%
2,554
+98
116
$235K 0.15%
708
-20
117
$229K 0.14%
5,848
-1,180
118
$228K 0.14%
286
119
$225K 0.14%
11,787
120
$219K 0.14%
1,669
121
$213K 0.13%
1,108
+240
122
$213K 0.13%
4,754
123
$211K 0.13%
2,600
-159
124
$207K 0.13%
1,124
-775
125
$197K 0.12%
1,185
+68
3 4
5
6 7