SPI
Sutton Place Investors Portfolio holdings
AUM
$166M
This Quarter Return
+6.44%
1 Year Return
+15.3%
3 Year Return
+58.17%
5 Year Return
–
10 Year Return
–
AUM
$87M
AUM Growth
–
Cap. Flow
+$87M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
46.99%
Holding
75
New
75
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$7.97M |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$5.33M |
| 3 |
Dimensional US Core Equity 2 ETF
DFAC
|
$5.22M |
| 4 |
iShares MSCI ACWI ETF
ACWI
|
$5.01M |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
$4.51M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 6.84% |
| 2 | Technology | 3.34% |
| 3 | Consumer Discretionary | 0.9% |
| 4 | Energy | 0.54% |
| 5 | Healthcare | 0.26% |
