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
$412M
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1
+$35.5M
2
+$10.2M
3
+$7.59M
4
DAL icon
Delta Air Lines
DAL
+$7.24M
5
TDW icon
Tidewater
TDW
+$6.33M

Top Sells

1
+$5.54M
2
+$5.21M
3
+$5.12M
4
HCNE
Jaws Hurricane Acquisition Corp. Class A Common Stock
HCNE
+$4.33M
5
BTM icon
Bitcoin Depot
BTM
+$3.96M

Sector Composition

1 Financials 59.86%
2 Technology 12.22%
3 Industrials 7.81%
4 Healthcare 6.3%
5 Materials 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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375
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