We are live on ! Find out more
ST

Spot Trading Portfolio holdings

AUM $784M
1-Year Est. Return 22.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$614M
AUM Growth
-$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,551
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$9.14M
3
+$7.05M
4
GLD icon
SPDR Gold Trust
GLD
+$6.47M
5
BMY icon
Bristol-Myers Squibb
BMY
+$6.24M

Top Sells

1
+$20.7M
2
+$15.4M
3
+$7.15M
4
AAL icon
American Airlines Group
AAL
+$6.66M
5
PRKS icon
United Parks & Resorts
PRKS
+$6.42M

Sector Composition

1 Energy 14.51%
2 Consumer Discretionary 12.03%
3 Healthcare 11.86%
4 Technology 11.3%
5 Financials 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
– –
0
877
– –
0
878
– –
0
879
– –
-2,289
880
– –
-800
881
– –
0
882
– –
0
883
– –
-3,314
884
– –
0
885
– –
-22,868
886
– –
0
887
– –
0
888
– –
0
889
– –
0
890
– –
0
891
– –
-6,124
892
– –
0
893
– –
0
894
– –
-15,452
895
– –
-900
896
– –
-1,383
897
– –
-8,605
898
– –
0
899
– –
0
900
– –
0
34 35
36
37 38