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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
151
$98.8K 0.06%
393
152
$88.9K 0.06%
1,840
153
$88.8K 0.06%
2,826
154
$88K 0.05%
1,660
155
$87K 0.05%
4,022
156
$82.1K 0.05%
1,346
-300
157
$72.1K 0.05%
9,969
158
$65.6K 0.04%
680
159
$59K 0.04%
251
160
$56.4K 0.04%
400
161
$53.2K 0.03%
840
+232
162
$47.6K 0.03%
2,778
163
$47.2K 0.03%
670
-200
164
$46K 0.03%
743
165
$45.7K 0.03%
282
+69
166
$44.7K 0.03%
535
-740
167
$43.8K 0.03%
231
168
$39.3K 0.02%
4,240
169
$38.2K 0.02%
4,250
170
$38.1K 0.02%
3,845
171
$37.9K 0.02%
1,100
172
$37.7K 0.02%
218
+62
173
$35.8K 0.02%
167
+49
174
$34.8K 0.02%
271
+76
175
$33.9K 0.02%
178
+46
5 6
7
8 9