MSS

Mitchell Sinkler & Starr Portfolio holdings

AUM $221M
1-Year Est. Return 19.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$63.8M
AUM Growth
+$2.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$268K
2
+$123K
3
+$116K
4
MSFT icon
Microsoft
MSFT
+$99K
5
GE icon
GE Aerospace
GE
+$56.7K

Top Sells

1
+$72.1K
2
+$59.5K
3
+$40.4K
4
MET icon
MetLife
MET
+$26.8K
5
MMM icon
3M
MMM
+$18K

Sector Composition

1 Healthcare 15.72%
2 Industrials 13.34%
3 Consumer Staples 10.75%
4 Energy 8.78%
5 Technology 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$223K 0.35%
1,607
77
$216K 0.34%
6,585
78
$113K 0.18%
+11,700
1 2 3
4