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
176
-50,000
177
-45,831
178
-26,287
179
-12,872
180
-6,793
181
-50,000
182
-23,372
183
-58,187
184
-430,300
185
-100,000
186
-125,000
187
-100,000
188
-493
189
-24,358
190
-30,926
191
-125,113
192
-100,000
193
-121,843
194
-115,076
195
-9,702
196
-35,000
197
-404
198
-91,764
199
-15,450
200
-40,050