SPF

South Plains Financial Portfolio holdings

AUM $168M
1-Year Est. Return 19.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$492K
3
+$461K
4
MRVL icon
Marvell Technology
MRVL
+$325K
5
AAPL icon
Apple
AAPL
+$298K

Top Sells

1
+$1.14M
2
+$682K
3
+$541K
4
SO icon
Southern Company
SO
+$259K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$222K

Sector Composition

1 Technology 18.93%
2 Financials 9.09%
3 Industrials 5.9%
4 Consumer Discretionary 5.68%
5 Healthcare 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$6.24K ﹤0.01%
11
202
$5.75K ﹤0.01%
15
203
$5.52K ﹤0.01%
36
204
$5.4K ﹤0.01%
39
205
$5.35K ﹤0.01%
24
206
$5.31K ﹤0.01%
29
207
$5.27K ﹤0.01%
10
208
$5.03K ﹤0.01%
37
209
$4.7K ﹤0.01%
63
210
$4.44K ﹤0.01%
30
211
$4.29K ﹤0.01%
55
212
$4.26K ﹤0.01%
26
213
$4.14K ﹤0.01%
45
214
$4.12K ﹤0.01%
12
215
$4.1K ﹤0.01%
58
216
$3.92K ﹤0.01%
80
217
$3.86K ﹤0.01%
11
218
$3.76K ﹤0.01%
24
219
$3.69K ﹤0.01%
46
220
$3.5K ﹤0.01%
200
221
$3.5K ﹤0.01%
9
222
$3.42K ﹤0.01%
29
223
$3.41K ﹤0.01%
15
224
$3.27K ﹤0.01%
34
225
$3.2K ﹤0.01%
+136
6 7 8
9
10