SPI

Sutton Place Investors Portfolio holdings

AUM $175M
1-Year Est. Return 17.84%
This Quarter Est. Return
1 Year Est. Return
+17.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
-$51.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$975K
2
+$654K
3
+$627K
4
NVDA icon
NVIDIA
NVDA
+$575K
5
BBUS icon
JPMorgan BetaBuilders US Equity ETF
BBUS
+$411K

Top Sells

1
+$2.81M
2
+$2.79M
3
+$2.39M
4
MRK icon
Merck
MRK
+$2.21M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.11M

Sector Composition

1 Technology 9.07%
2 Financials 5.82%
3 Healthcare 5.23%
4 Consumer Staples 3.02%
5 Consumer Discretionary 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$737K 0.49%
4,592
-3,711
52
$726K 0.48%
2,746
+32
53
$725K 0.48%
6,080
+2
54
$695K 0.46%
4,753
-19,200
55
$665K 0.44%
4,249
-12,255
56
$649K 0.43%
1,595
-180
57
$647K 0.43%
12,094
+6,906
58
$618K 0.41%
6,730
-843
59
$604K 0.4%
10,199
+373
60
$596K 0.4%
8,086
+167
61
$594K 0.4%
10,030
+3,458
62
$593K 0.39%
7,894
+1,807
63
$593K 0.39%
5,563
+1,437
64
$566K 0.38%
15,758
-914
65
$561K 0.37%
12,365
+3,613
66
$552K 0.37%
3,007
-1
67
$537K 0.36%
10,065
-1,309
68
$537K 0.36%
4,224
69
$519K 0.35%
9,937
+828
70
$482K 0.32%
9,628
-1,309
71
$469K 0.31%
2,027
+16
72
$461K 0.31%
2,792
-3,440
73
$455K 0.3%
7,143
-6,946
74
$430K 0.29%
9,859
-28
75
$419K 0.28%
2,610
+290
1 2
3
4 5