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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
176
$32.3K 0.02%
8,750
177
$27.4K 0.02%
334
+62
178
$26.9K 0.02%
504
179
$26.9K 0.02%
604
+130
180
$26.7K 0.02%
490
+127
181
$26.5K 0.02%
1,536
+826
182
$23.2K 0.01%
85
+19
183
$22.9K 0.01%
500
184
$21.5K 0.01%
212
185
$21.3K 0.01%
237
186
$18K 0.01%
405
-299
187
$15K 0.01%
240
188
$13.2K 0.01%
85
189
$12.8K 0.01%
+37
190
$12.3K 0.01%
500
191
$12.1K 0.01%
160
-108
192
$11.8K 0.01%
203
193
$11.6K 0.01%
15
194
$11.3K 0.01%
200
195
$10.9K 0.01%
48
196
$10.2K 0.01%
52
197
$9.37K 0.01%
19
+3
198
$8.19K 0.01%
12
199
$7.38K ﹤0.01%
94
200
$6.93K ﹤0.01%
215
-150
6 7
8
9 10