SIM
Spark Investment Management Portfolio holdings
AUM
$36.5M
1-Year Return
83.06%
This Quarter Return
+7.1%
1 Year Return
+83.06%
3 Year Return
+285.9%
5 Year Return
+318.84%
10 Year Return
+936.82%
AUM
$595M
AUM Growth
-$70.8M
(-11%)
Cap. Flow
-$104M
Cap. Flow
% of AUM
-17.49%
Top 10 Holdings %
Top 10 Hldgs %
10.11%
Holding
916
New
250
Increased
163
Reduced
185
Closed
235
Top Buys
| 1 |
VMW
VMware, Inc
VMW
|
+$3.24M |
| 2 |
HCA Healthcare
HCA
|
+$3.21M |
| 3 |
ARUN
ARUBA NETWORKS, INC.
ARUN
|
+$3.17M |
| 4 |
DISCA
Discovery, Inc. Series A Common Stock
DISCA
|
+$2.73M |
| 5 |
Delek US
DK
|
+$2.35M |
Top Sells
| 1 |
Cencora
COR
|
+$5.49M |
| 2 |
Illumina
ILMN
|
+$4.72M |
| 3 |
Intuit
INTU
|
+$4.24M |
| 4 |
SAVE
Spirit Airlines, Inc.
SAVE
|
+$4.11M |
| 5 |
McKesson
MCK
|
+$3.97M |
Sector Composition
| 1 | Technology | 21.71% |
| 2 | Healthcare | 15.99% |
| 3 | Consumer Discretionary | 12.85% |
| 4 | Industrials | 10.41% |
| 5 | Energy | 6.29% |
