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
201
-15,450
202
-40,050
203
-75,000
204
-32,500
205
-50,490
206
-18,750
207
-3,849
208
-225,000
209
-85,000
210
-85,000
211
-88,700
212
-22,576
213
-5,450
214
-41,669
215
-3,139
216
-16,666
217
-232,964
218
-25,000
219
-118,014
220
-71,336
221
-182,768
222
-193,781
223
-47,791
224
-150
225
-150