ST

Spinnaker Trust Portfolio holdings

AUM $1.87B
1-Year Est. Return 19.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.87B
AUM Growth
+$65.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Sells

1 +$7.29M
2 +$2.54M
3 +$2.02M
4
CVX icon
Chevron
CVX
+$1.07M
5
IBMN
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
+$840K

Sector Composition

1 Technology 11.94%
2 Financials 8.47%
3 Industrials 6.52%
4 Healthcare 3.84%
5 Communication Services 2.88%