SIM
Spark Investment Management Portfolio holdings
AUM
$36.5M
This Quarter Return
+13.8%
1 Year Return
+83.06%
3 Year Return
+285.9%
5 Year Return
+318.84%
10 Year Return
+936.82%
AUM
$121M
AUM Growth
+$121M
(+68%)
Cap. Flow
+$37.9M
Cap. Flow
% of AUM
31.3%
Top 10 Holdings %
Top 10 Hldgs %
75.17%
Holding
70
New
18
Increased
3
Reduced
12
Closed
16
Top Buys
| 1 |
Alibaba
BABA
|
$12.7M |
| 2 |
Goldman Sachs
GS
|
$11.1M |
| 3 |
Salesforce
CRM
|
$10M |
| 4 |
Carnival Corp
CCL
|
$4.7M |
| 5 |
Meta Platforms (Facebook)
META
|
$4.1M |
Top Sells
| 1 |
Amazon
AMZN
|
$4.56M |
| 2 |
Halliburton
HAL
|
$3.59M |
| 3 |
Ryder
R
|
$1.8M |
| 4 |
Boeing
BA
|
$1.25M |
| 5 |
PARA
Paramount Global Class B
PARA
|
$991K |
Sector Composition
| 1 | Consumer Discretionary | 29.3% |
| 2 | Communication Services | 25.06% |
| 3 | Technology | 22.16% |
| 4 | Financials | 10.11% |
| 5 | Healthcare | 6.29% |
