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
$84.6M
AUM Growth
-$4.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$298K
2 +$217K
3 +$211K
4
ORI icon
Old Republic International
ORI
+$199K
5
VB icon
Vanguard Small-Cap ETF
VB
+$160K

Top Sells

1 +$423K
2 +$326K
3 +$271K
4
PSX icon
Phillips 66
PSX
+$267K
5
NFG icon
National Fuel Gas
NFG
+$250K

Sector Composition

1 Healthcare 16.61%
2 Industrials 14.55%
3 Energy 13.27%
4 Consumer Staples 11.21%
5 Communication Services 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,635
102
-2,650