SPI

Sutton Place Investors Portfolio holdings

AUM $175M
1-Year Est. Return 17.84%
This Quarter Est. Return
1 Year Est. Return
+17.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$202M
AUM Growth
+$63.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$4.88M
2
+$3.56M
3
+$3.07M
4
MRK icon
Merck
MRK
+$2.09M
5
PG icon
Procter & Gamble
PG
+$1.97M

Top Sells

1
+$3.81M
2
+$759K
3
+$314K
4
SCHI icon
Schwab 5-10 Year Corporate Bond ETF
SCHI
+$313K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$246K

Sector Composition

1 Healthcare 9.71%
2 Technology 8.65%
3 Financials 8.02%
4 Consumer Staples 4.97%
5 Energy 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-13,914
152
– –
-4,555
153
– –
-10,000
154
– –
-25,896
3 4 5 6
7