SPFA
Summit Place Financial Advisors Portfolio holdings
AUM $199M
This Quarter Return
-0.25%
1 Year Return
+26.59%
3 Year Return
+86.96%
5 Year Return
+139.33%
10 Year Return
–
AUM
$177M
AUM Growth
+$1.32M (+0.8%)
Cap. Flow
+$4.44M
Cap. Flow % of AUM
2.5%
Top 10 Holdings %Top 10 Hldgs %
29.47%
Holding
94
New
4
Increased
46
Reduced
25
Closed
2
Top Buys
1 | $1.21M | |
2 | $748K | |
3 | $702K | |
4 | $617K | |
5 | $448K |
Top Sells
1 | $1.96M | |
2 | $722K | |
3 | $380K | |
4 | $293K | |
5 | $217K |
Sector Composition
1 | Technology | 14.17% |
2 | Financials | 10.61% |
3 | Healthcare | 10.48% |
4 | Consumer Staples | 9.55% |
5 | Industrials | 8.94% |