MSS
Mitchell Sinkler & Starr Portfolio holdings
AUM
$209M
This Quarter Return
-13.14%
1 Year Return
+16.28%
3 Year Return
+62.99%
5 Year Return
+107.05%
10 Year Return
+223.77%
AUM
$272M
AUM Growth
+$272M
(-15%)
Cap. Flow
+$1.47M
Cap. Flow
% of AUM
0.54%
Top 10 Holdings %
Top 10 Hldgs %
43.27%
Holding
120
New
–
Increased
37
Reduced
30
Closed
7
Top Buys
| 1 |
Amazon
AMZN
|
$3.12M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
$296K |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
$268K |
| 4 |
NextEra Energy, Inc.
NEE
|
$225K |
| 5 |
Home Depot
HD
|
$192K |
Top Sells
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$1.43M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
$254K |
| 3 |
Broadcom
AVGO
|
$239K |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$237K |
| 5 |
DexCom
DXCM
|
$218K |
Sector Composition
| 1 | Technology | 18.33% |
| 2 | Healthcare | 15.21% |
| 3 | Industrials | 12.23% |
| 4 | Financials | 12.09% |
| 5 | Communication Services | 9.02% |
