SPI
Sutton Place Investors Portfolio holdings
AUM
$166M
This Quarter Return
+9.57%
1 Year Return
+15.3%
3 Year Return
+58.17%
5 Year Return
–
10 Year Return
–
AUM
$166M
AUM Growth
+$166M
(+12%)
Cap. Flow
+$5.86M
Cap. Flow
% of AUM
3.53%
Top 10 Holdings %
Top 10 Hldgs %
42.26%
Holding
122
New
16
Increased
59
Reduced
37
Closed
4
Top Buys
Top Sells
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$1.96M |
| 2 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
$756K |
| 3 |
UnitedHealth
UNH
|
$501K |
| 4 |
iShares Core Total USD Bond Market ETF
IUSB
|
$486K |
| 5 |
iShares MSCI EAFE Growth ETF
EFG
|
$425K |
Sector Composition
| 1 | Technology | 8.17% |
| 2 | Financials | 8.15% |
| 3 | Communication Services | 2.6% |
| 4 | Consumer Discretionary | 2.6% |
| 5 | Consumer Staples | 1.32% |
