SIM
Spark Investment Management Portfolio holdings
AUM
$36.5M
This Quarter Return
+16.29%
1 Year Return
+83.06%
3 Year Return
+285.9%
5 Year Return
+318.84%
10 Year Return
+936.82%
AUM
$71.9M
AUM Growth
+$71.9M
(+163%)
Cap. Flow
+$43M
Cap. Flow
% of AUM
59.75%
Top 10 Holdings %
Top 10 Hldgs %
80.06%
Holding
99
New
12
Increased
–
Reduced
8
Closed
47
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
$14.7M |
| 2 |
Amazon
AMZN
|
$14.4M |
| 3 |
Salesforce
CRM
|
$4.07M |
| 4 |
Netflix
NFLX
|
$4.02M |
| 5 |
XYZ
Block, Inc.
XYZ
|
$3.66M |
Top Sells
| 1 |
HCA Healthcare
HCA
|
$1.06M |
| 2 |
Lowe's Companies
LOW
|
$364K |
| 3 |
Domo
DOMO
|
$314K |
| 4 |
Dynavax Technologies
DVAX
|
$306K |
| 5 |
Herbalife
HLF
|
$292K |
Sector Composition
| 1 | Communication Services | 32.7% |
| 2 | Consumer Discretionary | 26.06% |
| 3 | Technology | 16.38% |
| 4 | Industrials | 8.9% |
| 5 | Healthcare | 8.14% |
