SPI
Sutton Place Investors Portfolio holdings
AUM
$182M
1-Year Est. Return
20.29%
This Fund
S&P 500
1 Year Est. Return
+20.29%
AUM
$182M
AUM Growth
+$6.74M
(+3.8%)
Holding
132
Top Buys
| 1 | +$2.1M | |
| 2 | +$599K | |
| 3 | +$404K | |
| 4 |
Invesco S&P 500 Momentum ETF
SPMO
|
+$355K |
| 5 |
Micron Technology
MU
|
+$304K |
Top Sells
| 1 | +$1.37M | |
| 2 | +$1.18M | |
| 3 | +$322K | |
| 4 |
Uber
UBER
|
+$222K |
| 5 |
Procter & Gamble
PG
|
+$219K |
Sector Composition
| 1 | Technology | 9.79% |
| 2 | Financials | 8.32% |
| 3 | Consumer Discretionary | 3.98% |
| 4 | Communication Services | 2.9% |
| 5 | Healthcare | 1.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Travelers Companies
TRV
$66.2B
| $204K | 0.11% |
+704
|
|
||
127
AT&T
T
$200B
| $203K | 0.11% |
8,190
-566
|
|
||
128
Coca-Cola
KO
$331B
| $203K | 0.11% |
+2,904
|
|
||
129
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$8.36B
| $202K | 0.11% |
+4,200
|
|
||
130
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$16.1B
| $201K | 0.11% |
2,091
-27
|
|
||
|
131
Procter & Gamble
PG
$357B
| – | – |
-1,423
|
|
||
|
132
Uber
UBER
$155B
| – | – |
-2,262
|
|