SPI

Sutton Place Investors Portfolio holdings

AUM $182M
1-Year Est. Return 20.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.29%
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
+$4.99M
2
+$3.28M
3
+$2.29M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.05M
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.76M

Top Sells

1
+$5.18M
2
+$1.38M
3
+$776K
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$743K
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$741K

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
– –
-15,722
77
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-2,384
78
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-1,823
79
– –
-10
80
– –
-8,670
81
– –
-8,267
82
– –
-8,689
83
– –
-7,755
84
– –
-16,465
1 2 3
4