We are live on ! Find out more
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
51
$867K 0.49%
9,116
-50
52
$851K 0.49%
8,918
+58
53
$839K 0.48%
5,759
-5
54
$798K 0.46%
9,144
-9
55
$793K 0.45%
29,021
+1,977
56
$717K 0.41%
13,466
+154
57
$713K 0.41%
11,995
-200
58
$705K 0.4%
5,822
-193
59
$682K 0.39%
4,716
-212
60
$650K 0.37%
5,420
-30
61
$626K 0.36%
5,874
+345
62
$599K 0.34%
3,232
+134
63
$595K 0.34%
19,473
-380
64
$591K 0.34%
4,217
65
$573K 0.33%
7,500
+1,983
66
$572K 0.33%
11,171
+236
67
$571K 0.33%
31,196
+585
68
$545K 0.31%
17,220
+369
69
$539K 0.31%
1,793
+29
70
$538K 0.31%
4,723
-6,513
71
$526K 0.3%
+7,487
72
$519K 0.3%
7,583
+165
73
$471K 0.27%
9,121
+151
74
$470K 0.27%
2,400
-3,662
75
$460K 0.26%
687
-4
1 2
3
4 5