We are live on ! Find out more
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
$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
126
– –
-7,546
127
– –
-10,836
128
– –
-10,724
129
– –
-12,202
130
– –
-2,544
131
– –
-21,610
132
– –
-14,575
133
– –
-66,007
134
– –
-16,878
135
– –
-31,100
136
– –
-17,236
137
– –
-21,207
138
– –
-14,154
139
– –
-2,645
140
– –
-6,710
141
– –
-10,219
142
– –
-11,755
143
– –
-10,825
144
– –
-8,921
145
– –
-10,540
146
– –
-557
147
– –
-24,493
148
– –
-4,262
149
– –
-9,914
150
– –
-2,934
3 4 5
6
7