SFM

Spartan Fund Management Portfolio holdings

AUM $30M
1-Year Est. Return 11.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$81.5M
AUM Growth
-$51.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Sector Composition

1 Financials 66.83%
2 Technology 7.7%
3 Industrials 5.09%
4 Healthcare 4.29%
5 Materials 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-4
227
-84,056
228
-74,029
229
-25,000
230
-5,000
231
-100,075
232
-5,115
233
-24,900
234
-225,000
235
-327,564
236
-5,000
237
-43,091
238
-220,000
239
-25,000
240
-31,835
241
-140,000
242
-50,000
243
-81,739
244
-1,494
245
-1
246
0
247
-121,575
248
-48,006
249
-25,291
250
-174,300