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
$150M
AUM Growth
-$51.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$909K
2
+$653K
3
+$628K
4
NVDA icon
NVIDIA
NVDA
+$471K
5
BBUS icon
JPMorgan BetaBuilders US Equity ETF
BBUS
+$396K

Top Sells

1
+$2.86M
2
+$2.64M
3
+$2.39M
4
MRK icon
Merck
MRK
+$2.3M
5
CVX icon
Chevron
CVX
+$1.95M

Sector Composition

1 Technology 9.07%
2 Financials 5.82%
3 Healthcare 5.23%
4 Consumer Staples 3.02%
5 Consumer Discretionary 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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