We are live on ! Find out more
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
201
$6.82K ﹤0.01%
62
202
$6.39K ﹤0.01%
15
203
$6.21K ﹤0.01%
36
204
$5.49K ﹤0.01%
11
205
$4.93K ﹤0.01%
24
206
$4.87K ﹤0.01%
10
207
$4.84K ﹤0.01%
29
208
$4.55K ﹤0.01%
26
209
$4.29K ﹤0.01%
24
210
$4.26K ﹤0.01%
63
211
$4.16K ﹤0.01%
12
212
$4.04K ﹤0.01%
45
213
$3.89K ﹤0.01%
46
214
$3.85K ﹤0.01%
58
215
$3.72K ﹤0.01%
29
216
$3.69K ﹤0.01%
55
217
$3.6K ﹤0.01%
80
218
$3.54K ﹤0.01%
15
219
$3.19K ﹤0.01%
125
220
$2.98K ﹤0.01%
34
221
$2.91K ﹤0.01%
9
222
$2.47K ﹤0.01%
36
223
$2.35K ﹤0.01%
15
224
$1.86K ﹤0.01%
28
225
$538 ﹤0.01%
88
6 7 8
9
10