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

Top Buys

1
+$1.92M
2
+$1.81M
3
+$1.39M
4
WEL
Integrated Wellness Acquisition Corp
WEL
+$1.24M
5
PGSS
Pegasus Digital Mobility Acquisition Corp.
PGSS
+$1.13M

Top Sells

1
+$2.59M
2
+$2.54M
3
+$2.54M
4
KRNL
Kernel Group Holdings, Inc. Class A Ordinary Shares
KRNL
+$2.42M
5
FTII
FutureTech II Acquisition Corp. Class A Common Stock
FTII
+$2.32M

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
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150
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