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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
126
$196K 0.12%
8,500
127
$194K 0.12%
3,963
+1,874
128
$192K 0.12%
4,392
129
$191K 0.12%
2,970
130
$190K 0.12%
2,005
-300
131
$178K 0.11%
298
132
$167K 0.1%
1,200
133
$165K 0.1%
1,464
+34
134
$162K 0.1%
6,767
-995
135
$147K 0.09%
2,232
136
$146K 0.09%
1,220
137
$140K 0.09%
937
-555
138
$132K 0.08%
1,085
139
$131K 0.08%
4,175
140
$129K 0.08%
3,328
141
$126K 0.08%
466
142
$125K 0.08%
1,203
+4
143
$123K 0.08%
2,799
-4
144
$119K 0.07%
1,635
145
$119K 0.07%
855
146
$114K 0.07%
1,047
+600
147
$113K 0.07%
1,375
148
$113K 0.07%
2,476
+161
149
$111K 0.07%
720
150
$100K 0.06%
1,986
+99
4 5
6
7 8