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
126
$263K 0.08%
+5,218
127
$251K 0.08%
1,850
128
$247K 0.08%
+4,420
129
$247K 0.08%
+1,120
130
$238K 0.08%
1,695
-100
131
$234K 0.08%
+2,814
132
$234K 0.08%
+2,580
133
$231K 0.07%
1,916
-1,311
134
$226K 0.07%
+1,700
135
$218K 0.07%
3,060
-1,355
136
$209K 0.07%
+2,800
137
$202K 0.07%
+1,750
138
$168K 0.05%
+6,029
139
$72.8K 0.02%
+4,781
140
– –
-926
141
– –
-14,950
2 3 4 5
6