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
$71.3M
AUM Growth
+$7.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$2.36M
2 +$1.91M
3 +$1.34M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.04M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$825K

Top Sells

1 +$255K
2 +$225K
3 +$174K
4
CVX icon
Chevron
CVX
+$132K
5
JNJ icon
Johnson & Johnson
JNJ
+$128K

Sector Composition

1 Industrials 14.57%
2 Healthcare 14.09%
3 Consumer Staples 11.96%
4 Energy 9.75%
5 Communication Services 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$205K 0.29%
+3,700
77
$204K 0.29%
3,659
78
$203K 0.28%
1,710
79
$36K 0.05%
702
-326
80
-3,525
81
-5,377