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
251
-48,006
252
-25,291
253
-174,300
254
-74,750
255
-37,500
256
-224,909
257
-53,700
258
-150,000
259
-150,000
260
-103,330
261
-43,953
262
-166,632
263
-2
264
-154,931
265
-1,511
266
-54,304
267
-136,336
268
-936
269
-219,533
270
-128,706
271
-100,000
272
-1
273
-99,708
274
-50,454
275
-76,833