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
501
$95K 0.01%
+2,078
502
$90K 0.01%
22,500
503
$88K 0.01%
+22,954
504
$86K 0.01%
+20,800
505
$84K 0.01%
34,000
+10,400
506
$78K 0.01%
+30,700
507
$76K 0.01%
+178
508
$75K 0.01%
+4,100
509
$74K 0.01%
+20,400
510
$74K 0.01%
+21,700
511
$74K 0.01%
47,400
-17,060
512
$71K 0.01%
+16,400
513
$70K 0.01%
4,730
-4,792
514
$70K 0.01%
43,186
+6,486
515
$69K 0.01%
1,685
-365
516
$69K 0.01%
+420
517
$62K 0.01%
+1,260
518
$62K 0.01%
+17,900
519
$60K 0.01%
+15,700
520
$58K 0.01%
57,900
-4,300
521
$48K 0.01%
11,400
-4,900
522
$48K 0.01%
60
-52
523
$48K 0.01%
17,800
-1,800
524
$41K ﹤0.01%
57,800
-9,700
525
$39K ﹤0.01%
9,170
-6,635
19 20
21
22 23