SPF

South Plains Financial Portfolio holdings

AUM $142M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1 +$9.6M
2 +$5.52M
3 +$5.47M
4
MSFT icon
Microsoft
MSFT
+$4.54M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.63M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.94%
2 Financials 8.13%
3 Healthcare 5.93%
4 Industrials 5.86%
5 Consumer Discretionary 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$34.3K 0.03%
+447
177
$31.1K 0.02%
+8,750
178
$30.2K 0.02%
+704
179
$25.3K 0.02%
+900
180
$24.4K 0.02%
+493
181
$22.9K 0.02%
+1,250
182
$22.5K 0.02%
+333
183
$21.6K 0.02%
+464
184
$21.4K 0.02%
+654
185
$21.1K 0.02%
+1,659
186
$20.7K 0.02%
+366
187
$19.9K 0.02%
+500
188
$19K 0.01%
+81
189
$16.2K 0.01%
+1,368
190
$16.1K 0.01%
+149
191
$15.9K 0.01%
+295
192
$14.9K 0.01%
+212
193
$14.3K 0.01%
+240
194
$14.3K 0.01%
+155
195
$13.6K 0.01%
+500
196
$12.2K 0.01%
+326
197
$11.2K 0.01%
+1,255
198
$11.2K 0.01%
+333
199
$10.8K 0.01%
+200
200
$10.8K 0.01%
+333