SPI
Sutton Place Investors Portfolio holdings
AUM
$166M
This Quarter Return
-14.15%
1 Year Return
+15.3%
3 Year Return
+58.17%
5 Year Return
–
10 Year Return
–
AUM
$68.7M
AUM Growth
+$68.7M
(-18%)
Cap. Flow
-$6.87M
Cap. Flow
% of AUM
-9.99%
Top 10 Holdings %
Top 10 Hldgs %
49.84%
Holding
75
New
2
Increased
21
Reduced
32
Closed
10
Top Buys
| 1 |
Invesco S&P Emerging Markets Low Volatility ETF
EELV
|
$337K |
| 2 |
iShares Core High Dividend ETF
HDV
|
$261K |
| 3 |
iShares National Muni Bond ETF
MUB
|
$212K |
| 4 |
Schwab US TIPS ETF
SCHP
|
$194K |
| 5 |
Exxon Mobil
XOM
|
$103K |
Top Sells
Sector Composition
| 1 | Financials | 8.11% |
| 2 | Technology | 3.96% |
| 3 | Energy | 1.16% |
| 4 | Consumer Discretionary | 0.79% |
| 5 | Healthcare | 0.78% |
