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
$104M
AUM Growth
-$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$8.03M
2
+$93.4K

Top Sells

1
+$7.79M
2
+$2.78M
3
+$1.26M
4
AMPL icon
Amplitude
AMPL
+$456K
5
PARA
Paramount Global Class B
PARA
+$426K

Sector Composition

1 Technology 26.96%
2 Consumer Discretionary 22.66%
3 Financials 21.17%
4 Communication Services 20.48%
5 Energy 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$167K 0.16%
20,700
27
$109K 0.1%
21,000
28
– –
-2,500
29
– –
-29,100
30
– –
-6,900
1
2