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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
76
$451K 0.26%
4,379
+40
77
$448K 0.26%
1,312
+3
78
$447K 0.25%
5,326
-383
79
$443K 0.25%
1,585
+52
80
$426K 0.24%
7,857
+770
81
$425K 0.24%
1,508
-151
82
$422K 0.24%
+5,624
83
$417K 0.24%
8,929
+895
84
$411K 0.23%
7,702
+163
85
$405K 0.23%
8,095
-19
86
$404K 0.23%
8,504
+1,044
87
$390K 0.22%
2,407
+572
88
$390K 0.22%
649
89
$390K 0.22%
1,385
+139
90
$386K 0.22%
7,619
-921
91
$377K 0.22%
2,069
+95
92
$375K 0.21%
3,605
-24
93
$369K 0.21%
483
-24
94
$367K 0.21%
646
-4
95
$342K 0.19%
369
-7
96
$338K 0.19%
833
+20
97
$329K 0.19%
10,328
-126
98
$317K 0.18%
515
99
$308K 0.18%
8,621
+11
100
$304K 0.17%
1,300
1 2 3
4
5