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
201
$9.98K 0.01%
+48
202
$9.79K 0.01%
+365
203
$9.69K 0.01%
+267
204
$9.63K 0.01%
+52
205
$9.46K 0.01%
+125
206
$9.07K 0.01%
+200
207
$8.99K 0.01%
+333
208
$8.55K 0.01%
+15
209
$7.79K 0.01%
+203
210
$7.76K 0.01%
+16
211
$7.68K 0.01%
+727
212
$7.54K 0.01%
+12
213
$7.11K 0.01%
+170
214
$6.84K 0.01%
+94
215
$5.72K ﹤0.01%
+11
216
$5.59K ﹤0.01%
+36
217
$5.44K ﹤0.01%
+29
218
$5.19K ﹤0.01%
+39
219
$5.05K ﹤0.01%
+1,348
220
$4.98K ﹤0.01%
+10
221
$4.92K ﹤0.01%
+32
222
$4.89K ﹤0.01%
+62
223
$4.75K ﹤0.01%
+166
224
$4.64K ﹤0.01%
+30
225
$4.6K ﹤0.01%
+136
7 8
9
10 11