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
$2.16B
AUM Growth
+$711M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
789
New
Increased
Reduced
Closed

Top Buys

1
+$38.4M
2
+$18M
3
+$17.1M
4
IRBT
iRobot
IRBT
+$16.1M
5
HUBS icon
HubSpot
HUBS
+$13.7M

Top Sells

1
+$14.4M
2
+$11.5M
3
+$10.4M
4
TRIP icon
TripAdvisor
TRIP
+$10.2M
5
DKS icon
Dick's Sporting Goods
DKS
+$9.68M

Sector Composition

1 Technology 24.39%
2 Healthcare 21.89%
3 Consumer Discretionary 18.87%
4 Communication Services 6.97%
5 Industrials 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
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702
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703
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704
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705
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706
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707
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-148,200
708
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709
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-64,457
710
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-19,100
711
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712
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713
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-2,220
714
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-20,400
715
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716
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-48,542
717
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718
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719
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720
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721
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722
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723
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724
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725
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-43,700
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