MSS

Mitchell Sinkler & Starr Portfolio holdings

AUM $209M
1-Year Est. Return 16.28%
This Quarter Est. Return
1 Year Est. Return
+16.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$98.4M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$624K
2
+$559K
3
+$443K
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$331K
5
IRTC icon
iRhythm Technologies
IRTC
+$271K

Top Sells

1
+$489K
2
+$324K
3
+$285K
4
LLY icon
Eli Lilly
LLY
+$231K
5
INTC icon
Intel
INTC
+$193K

Sector Composition

1 Technology 15.85%
2 Healthcare 14.66%
3 Consumer Staples 13.37%
4 Industrials 8.49%
5 Consumer Discretionary 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$642K 0.65%
8,235
+725
52
$640K 0.65%
8,296
+350
53
$624K 0.63%
+2,003
54
$613K 0.62%
4,142
-1,560
55
$612K 0.62%
6,909
-116
56
$605K 0.61%
2,880
+100
57
$562K 0.57%
2,362
58
$551K 0.56%
5,299
-320
59
$543K 0.55%
1,620
60
$486K 0.49%
1,857
+385
61
$471K 0.48%
3,420
+170
62
$448K 0.46%
5,976
-555
63
$443K 0.45%
+32,760
64
$439K 0.45%
2,990
-245
65
$423K 0.43%
2,225
66
$420K 0.43%
1,182
+403
67
$420K 0.43%
3,770
+230
68
$405K 0.41%
4,655
-260
69
$375K 0.38%
10,930
+300
70
$372K 0.38%
2,110
+460
71
$370K 0.38%
4,603
72
$359K 0.36%
1,825
73
$349K 0.35%
4,424
-250
74
$337K 0.34%
4,400
75
$335K 0.34%
3,175
-225
1 2
3
4