SPI

Sutton Place Investors Portfolio holdings

AUM $166M
1-Year Est. Return 15.3%
This Quarter Est. Return
1 Year Est. Return
+15.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$76.8M
AUM Growth
+$4.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$2.81M
3
+$2.14M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.97M
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.73M

Top Sells

1
+$5.18M
2
+$1.33M
3
+$776K
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$741K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$727K

Sector Composition

1 Technology 4.72%
2 Consumer Discretionary 4.71%
3 Financials 2.23%
4 Energy 1.36%
5 Consumer Staples 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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-8,689
77
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-7,755
78
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-16,465
79
– –
-19,350
80
– –
-4,307
81
– –
-13,069
82
– –
-15,722
83
– –
-2,384
84
– –
-1,823
1 2 3
4