SPI
Sutton Place Investors Portfolio holdings
AUM
$166M
1-Year Return
15.3%
This Quarter Return
-0.72%
1 Year Return
+15.3%
3 Year Return
+58.17%
5 Year Return
–
10 Year Return
–
AUM
$149M
AUM Growth
-$24M
(-14%)
Cap. Flow
-$20.5M
Cap. Flow
% of AUM
-13.79%
Top 10 Holdings %
Top 10 Hldgs %
45.7%
Holding
139
New
10
Increased
44
Reduced
43
Closed
33
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
+$7.98M |
| 2 |
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
|
+$631K |
| 3 |
Invesco S&P 500 Top 50 ETF
XLG
|
+$582K |
| 4 |
iShares S&P 500 Value ETF
IVE
|
+$501K |
| 5 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$352K |
Top Sells
| 1 |
Apple
AAPL
|
+$3.69M |
| 2 |
TJX Companies
TJX
|
+$2.1M |
| 3 |
JPMorgan Chase
JPM
|
+$2.08M |
| 4 |
Procter & Gamble
PG
|
+$1.99M |
| 5 |
White Mountains Insurance
WTM
|
+$1.81M |
Sector Composition
| 1 | Financials | 8.92% |
| 2 | Technology | 6.78% |
| 3 | Communication Services | 1.9% |
| 4 | Consumer Discretionary | 1.82% |
| 5 | Consumer Staples | 1.31% |
