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
776
$6K ﹤0.01%
+46
777
$6K ﹤0.01%
+700
778
$6K ﹤0.01%
+253
779
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780
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781
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782
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+25
783
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784
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785
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786
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787
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788
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791
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795
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797
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+346
798
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799
$5K ﹤0.01%
+61
800
$5K ﹤0.01%
+196