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
$111M
AUM Growth
+$660K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$376K
2 +$350K
3 +$329K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$272K
5
DXCM icon
DexCom
DXCM
+$234K

Top Sells

1 +$809K
2 +$216K
3 +$200K
4
PEP icon
PepsiCo
PEP
+$106K
5
WTRG icon
Essential Utilities
WTRG
+$72.8K

Sector Composition

1 Technology 16.33%
2 Healthcare 13%
3 Consumer Staples 9.34%
4 Industrials 8.62%
5 Communication Services 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$228K 0.21%
1,915
102
$204K 0.18%
5,600
103
$203K 0.18%
4,380
104
-965
105
-37,198