SFM

Sphera Funds Management Portfolio holdings

AUM $479M
1-Year Est. Return 66.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+66.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$434M
AUM Growth
+$77.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$9.48M
3
+$7.95M
4
AZN icon
AstraZeneca
AZN
+$6.54M
5
NICE icon
Nice
NICE
+$5.73M

Top Sells

1
+$50.1M
2
+$10.3M
3
+$6.5M
4
GSK icon
GSK
GSK
+$6.39M
5
AGN
Allergan plc
AGN
+$6.11M

Sector Composition

1 Healthcare 81.27%
2 Technology 6.25%
3 Communication Services 1.95%
4 Industrials 1.54%
5 Consumer Discretionary 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.66M 0.38%
311,600
-251,300
77
$1.56M 0.36%
7,500
78
$1.54M 0.35%
203,000
+50,000
79
$1.5M 0.35%
+18,500
80
$1.48M 0.34%
10,125
81
$1.45M 0.33%
7,500
-257,039
82
$1.44M 0.33%
+5,000
83
$1.36M 0.31%
+83,240
84
$1.31M 0.3%
+79,800
85
$1.3M 0.3%
400,000
86
$1.2M 0.28%
1,525
+713
87
$1.12M 0.26%
+42,312
88
$1.03M 0.24%
300,000
89
$1.03M 0.24%
80,844
+19,895
90
$992K 0.23%
150,000
91
$850K 0.2%
1,250
-369
92
$735K 0.17%
+100,000
93
$370K 0.09%
+7,640
94
$299K 0.07%
+13,381
95
$288K 0.07%
+8,020
96
$238K 0.05%
+1,700
97
$220K 0.05%
+1,100
98
$216K 0.05%
+370
99
$212K 0.05%
+2,940
100
$163K 0.04%
+2,550
1 2 3
4
5