SFM
Sphera Funds Management Portfolio holdings
AUM
$382M
This Quarter Return
+4.69%
1 Year Return
+0.41%
3 Year Return
+99.29%
5 Year Return
+177.09%
10 Year Return
+575.73%
AUM
$864M
AUM Growth
+$864M
(+2.8%)
Cap. Flow
-$12.3M
Cap. Flow
% of AUM
-1.43%
Top 10 Holdings %
Top 10 Hldgs %
48.36%
Holding
121
New
34
Increased
19
Reduced
27
Closed
25
Top Buys
| 1 |
Generac Holdings
GNRC
|
$13M |
| 2 |
Johnson & Johnson
JNJ
|
$11.9M |
| 3 |
BioXcel Therapeutics
BTAI
|
$11.7M |
| 4 |
Eli Lilly
LLY
|
$9.77M |
| 5 |
Meta Platforms (Facebook)
META
|
$9.17M |
Top Sells
| 1 |
Bristol-Myers Squibb
BMY
|
$41.2M |
| 2 |
Novo Nordisk
NVO
|
$26.2M |
| 3 |
Fiverr
FVRR
|
$15.2M |
| 4 |
Nice
NICE
|
$15.2M |
| 5 |
Q32 Bio
QTTB
|
$10M |
Sector Composition
| 1 | Healthcare | 83.14% |
| 2 | Technology | 6.68% |
| 3 | Consumer Discretionary | 3.03% |
| 4 | Industrials | 2.58% |
| 5 | Communication Services | 1.98% |
