SIM

Spark Investment Management Portfolio holdings

AUM $40.2M
1-Year Est. Return 77.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+77.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$853M
AUM Growth
+$71.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
621
New
Increased
Reduced
Closed

Top Buys

1
+$6.87M
2
+$6.71M
3
+$5.79M
4
WBT
Welbilt, Inc.
WBT
+$5.17M
5
MMM icon
3M
MMM
+$4.49M

Top Sells

1
+$17.1M
2
+$13M
3
+$8.34M
4
SNBR icon
Sleep Number
SNBR
+$7.05M
5
DAY
Dayforce
DAY
+$6.39M

Sector Composition

1 Healthcare 16.33%
2 Technology 15.97%
3 Consumer Discretionary 14.25%
4 Industrials 12.96%
5 Financials 12.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$829K 0.1%
65,768
-97,848
277
$823K 0.1%
+25,807
278
$822K 0.1%
+3,500
279
$819K 0.1%
94,319
280
$813K 0.1%
2,665
+1,795
281
$799K 0.09%
+41,300
282
$798K 0.09%
6,800
-9,500
283
$784K 0.09%
18,500
284
$784K 0.09%
+17,600
285
$782K 0.09%
15,900
-148,300
286
$781K 0.09%
2,800
-16,700
287
$778K 0.09%
+37,300
288
$761K 0.09%
+14,204
289
$754K 0.09%
+16,400
290
$752K 0.09%
+4,700
291
$748K 0.09%
8,370
292
$746K 0.09%
+11,300
293
$743K 0.09%
+3,830
294
$742K 0.09%
+8,400
295
$740K 0.09%
+175,816
296
$735K 0.09%
+103,000
297
$734K 0.09%
+26,000
298
$734K 0.09%
+3,040
299
$724K 0.08%
+20,651
300
$724K 0.08%
+25,900
10 11
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