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
$716M
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
871
New
Increased
Reduced
Closed

Top Buys

1
+$6.14M
2
+$5.13M
3
+$4.43M
4
SWFT
Swift Transportation Company
SWFT
+$4.06M
5
LRMR icon
Larimar Therapeutics
LRMR
+$4.02M

Top Sells

1
+$4.62M
2
+$4.09M
3
+$4.06M
4
SLCA
U.S. SILICA HOLDINGS, INC.
SLCA
+$3.41M
5
URI icon
United Rentals
URI
+$2.47M

Sector Composition

1 Technology 19.72%
2 Healthcare 18.34%
3 Consumer Discretionary 14.16%
4 Industrials 11.63%
5 Energy 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$229K 0.03%
24,600
527
$225K 0.03%
+5,800
528
$224K 0.03%
15,500
-7,100
529
$224K 0.03%
26,370
+14,580
530
$223K 0.03%
+19,700
531
$222K 0.03%
+9,800
532
$220K 0.03%
22,200
533
$219K 0.03%
23,900
+1,100
534
$218K 0.03%
+6,800
535
$218K 0.03%
666,500
-144,700
536
$217K 0.03%
+2,820
537
$217K 0.03%
+10,800
538
$216K 0.03%
37,900
+1,700
539
$215K 0.03%
11,400
540
$214K 0.03%
+11,352
541
$214K 0.03%
488,100
-238,500
542
$213K 0.03%
67,900
-4,600
543
$211K 0.03%
3,900
544
$211K 0.03%
61,900
+31,700
545
$209K 0.03%
+2,680
546
$206K 0.03%
198,700
-14,500
547
$204K 0.03%
88
-41
548
$204K 0.03%
69
549
$204K 0.03%
20,400
+4,100
550
$204K 0.03%
+22,200
20 21
22
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