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
401
$299K 0.04%
9,220
-8,092
402
$296K 0.03%
15,500
-8,700
403
$292K 0.03%
11,406
-894
404
$289K 0.03%
+20,900
405
$279K 0.03%
+15,900
406
$278K 0.03%
8,580
407
$275K 0.03%
5,300
408
$275K 0.03%
+47,400
409
$272K 0.03%
+2,800
410
$271K 0.03%
+13,400
411
$270K 0.03%
6,600
412
$270K 0.03%
+10,104
413
$267K 0.03%
3,781
-619
414
$262K 0.03%
17,678
-1,753
415
$261K 0.03%
+9,500
416
$260K 0.03%
22,300
417
$258K 0.03%
+19,300
418
$256K 0.03%
+2,000
419
$255K 0.03%
14,800
-8,200
420
$253K 0.03%
19,774
421
$253K 0.03%
49,446
-8,154
422
$253K 0.03%
+25,100
423
$251K 0.03%
+11,446
424
$249K 0.03%
173,000
-165,000
425
$247K 0.03%
5,941
15 16
17
18 19