PA
Procyon Advisors Portfolio holdings
AUM
$1.06B
1-Year Return
19.43%
This Quarter Return
+8.12%
1 Year Return
+19.43%
3 Year Return
+67.94%
5 Year Return
+105.49%
10 Year Return
–
AUM
$164M
AUM Growth
–
Cap. Flow
+$164M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
21.8%
Holding
1,115
New
1,108
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
+$5.88M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$5.53M |
| 3 |
Automatic Data Processing
ADP
|
+$3.5M |
| 4 |
Microsoft
MSFT
|
+$3.41M |
| 5 |
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% |
