SFM

Sphera Funds Management Portfolio holdings

AUM $422M
1-Year Est. Return 23.63%
This Quarter Est. Return
1 Year Est. Return
+23.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$842M
AUM Growth
-$167M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$26.6M
2
+$13.5M
3
+$12.1M
4
SNY icon
Sanofi
SNY
+$12M
5
FIVN icon
FIVE9
FIVN
+$11.7M

Top Sells

1
+$52.2M
2
+$51.8M
3
+$17.9M
4
JNJ icon
Johnson & Johnson
JNJ
+$14.3M
5
AZN icon
AstraZeneca
AZN
+$13.8M

Sector Composition

1 Healthcare 74.17%
2 Technology 9.76%
3 Consumer Discretionary 5.09%
4 Communication Services 3.02%
5 Industrials 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-367,070
127
– –
-23,900
128
– –
-219,440
129
– –
-75,000
2 3 4 5
6