PA

Procyon Advisors Portfolio holdings

AUM $1.69B
1-Year Est. Return 19.74%
This Quarter Est. Return
1 Year Est. Return
+19.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,115
New
Increased
Reduced
Closed

Top Buys

1 +$5.88M
2 +$5.53M
3 +$3.5M
4
MSFT icon
Microsoft
MSFT
+$3.41M
5
HD icon
Home Depot
HD
+$3.27M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.42%
2 Financials 9.52%
3 Healthcare 8.08%
4 Consumer Discretionary 7.72%
5 Industrials 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$34K 0.02%
+1,000
402
$34K 0.02%
+250
403
$34K 0.02%
+270
404
$33K 0.02%
+719
405
$33K 0.02%
+646
406
$33K 0.02%
+170
407
$33K 0.02%
+438
408
$33K 0.02%
+353
409
$33K 0.02%
+500
410
$33K 0.02%
+252
411
$32K 0.02%
+616
412
$32K 0.02%
+235
413
$32K 0.02%
+1,000
414
$32K 0.02%
+510
415
$32K 0.02%
+880
416
$32K 0.02%
+295
417
$31K 0.02%
+645
418
$31K 0.02%
+609
419
$31K 0.02%
+750
420
$31K 0.02%
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421
$31K 0.02%
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422
$31K 0.02%
+149
423
$30K 0.02%
+410
424
$30K 0.02%
+550
425
$30K 0.02%
+285