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
651
$10K 0.01%
+321
652
$10K 0.01%
+1,060
653
$10K 0.01%
+147
654
$10K 0.01%
+338
655
$10K 0.01%
+95
656
$10K 0.01%
+43
657
$10K 0.01%
+126
658
$10K 0.01%
+121
659
$10K 0.01%
+228
660
$10K 0.01%
+283
661
$10K 0.01%
+164
662
$10K 0.01%
+520
663
$10K 0.01%
+233
664
$10K 0.01%
+172
665
$10K 0.01%
+145
666
$10K 0.01%
+177
667
$10K 0.01%
+270
668
$10K 0.01%
+200
669
$10K 0.01%
+106
670
$10K 0.01%
+561
671
$9K 0.01%
+114
672
$9K 0.01%
+251
673
$9K 0.01%
+150
674
$9K 0.01%
+96
675
$9K 0.01%
+78