SPFA

Summit Place Financial Advisors Portfolio holdings

AUM $199M
1-Year Est. Return 26.59%
This Quarter Est. Return
1 Year Est. Return
+26.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$46.8M
AUM Growth
-$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$1.94M
2 +$1.23M
3 +$1.14M
4
SYY icon
Sysco
SYY
+$1.06M
5
JPM icon
JPMorgan Chase
JPM
+$948K

Top Sells

1 +$5.06M
2 +$2.59M
3 +$2.05M
4
NKE icon
Nike
NKE
+$1.81M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.6M

Sector Composition

1 Healthcare 14.47%
2 Consumer Staples 12.56%
3 Industrials 9.02%
4 Financials 8.05%
5 Technology 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-58,601
52
-10,925
53
-14,125