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
$311M
AUM Growth
+$52.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.19M
3
+$1.17M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.13M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.12M

Top Sells

1
+$1.38M
2
+$1.2M
3
+$1.12M
4
JPM icon
JPMorgan Chase
JPM
+$815K
5
ABT icon
Abbott
ABT
+$659K

Sector Composition

1 Technology 16.67%
2 Healthcare 15.27%
3 Financials 12.14%
4 Industrials 11.72%
5 Consumer Staples 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$457K 0.15%
3,706
-70
102
$456K 0.15%
5,488
+125
103
$450K 0.14%
10,320
+3,700
104
$443K 0.14%
+3,000
105
$405K 0.13%
1,242
+300
106
$387K 0.12%
702
+44
107
$385K 0.12%
+899
108
$377K 0.12%
9,649
+1,057
109
$363K 0.12%
1,368
+70
110
$363K 0.12%
+8,912
111
$359K 0.12%
2,540
-55
112
$356K 0.11%
+2,835
113
$350K 0.11%
+12,800
114
$331K 0.11%
1,500
115
$325K 0.1%
2,050
116
$314K 0.1%
6,244
+1,299
117
$311K 0.1%
+4,529
118
$307K 0.1%
4,013
+332
119
$304K 0.1%
625
+51
120
$302K 0.1%
1,155
+55
121
$287K 0.09%
+2,538
122
$279K 0.09%
5,570
123
$275K 0.09%
+4,678
124
$274K 0.09%
817
-8
125
$266K 0.09%
3,000
+40
2 3 4
5
6