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SPI

Sutton Place Investors Portfolio holdings

AUM $183M
1-Year Est. Return 19.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$175M
AUM Growth
+$9.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$979K
2
+$533K
3
+$470K
4
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$404K
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$402K

Top Sells

1
+$1.92M
2
+$993K
3
+$770K
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$726K
5
IYW icon
iShares US Technology ETF
IYW
+$670K

Sector Composition

1 Technology 9.11%
2 Financials 8.2%
3 Consumer Discretionary 2.89%
4 Communication Services 2.79%
5 Healthcare 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.87M 1.07%
38,822
+278
27
$1.71M 0.98%
73,039
-599
28
$1.56M 0.89%
2,119
+82
29
$1.55M 0.89%
3,495
+8
30
$1.5M 0.86%
22,783
-3,554
31
$1.49M 0.85%
31,944
-7,383
32
$1.32M 0.75%
16,324
-10
33
$1.32M 0.75%
28,225
+2,052
34
$1.32M 0.75%
3,986
+141
35
$1.31M 0.75%
67,789
-51,858
36
$1.3M 0.74%
5,330
+83
37
$1.28M 0.73%
38,902
+530
38
$1.27M 0.73%
2,531
+21
39
$1.25M 0.71%
17,578
+193
40
$1.21M 0.69%
10,693
+161
41
$1.15M 0.66%
24,943
-2,166
42
$1.15M 0.65%
5,311
43
$1.12M 0.64%
36,912
+863
44
$1.08M 0.61%
3,231
+1
45
$1.05M 0.6%
27,682
+688
46
$1.04M 0.59%
30,361
+16,893
47
$1.01M 0.57%
10,745
-329
48
$926K 0.53%
4,968
+3
49
$916K 0.52%
13,286
+651
50
$883K 0.5%
3,626
+96
1
2
3 4 5