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
$49M
AUM Growth
-$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Sector Composition

1 Financials 65.33%
2 Healthcare 11.06%
3 Consumer Discretionary 4.52%
4 Technology 4.27%
5 Industrials 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-76,276
227
-22,992
228
-57,173
229
-50,000
230
-13
231
-1,793
232
-116,973
233
-150,337
234
-126,768
235
-316,663
236
-29,100
237
-2,219
238
-152,000
239
-75,000
240
-600
241
-201,476
242
-138,305
243
-100