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
$318M
AUM Growth
-$247M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$9.79M
2
+$5.96M
3
+$5.67M
4
GNRC icon
Generac Holdings
GNRC
+$5.66M
5
ATXS
Astria Therapeutics
ATXS
+$4.84M

Top Sells

1
+$41.8M
2
+$31.2M
3
+$28.8M
4
NVO icon
Novo Nordisk
NVO
+$26.4M
5
MRK icon
Merck
MRK
+$25.2M

Sector Composition

1 Healthcare 88.5%
2 Technology 3.25%
3 Industrials 2.93%
4 Communication Services 0.13%
5 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-120,000
77
– –
-129,000
78
– –
-300,000
79
– –
-152,913
1 2 3
4