PA
Procyon Advisors Portfolio holdings
AUM
$1.06B
1-Year Return
19.43%
This Quarter Return
+9.15%
1 Year Return
+19.43%
3 Year Return
+67.94%
5 Year Return
+105.49%
10 Year Return
–
AUM
$177M
AUM Growth
-$10.1M
(-5.4%)
Cap. Flow
-$22.7M
Cap. Flow
% of AUM
-12.86%
Top 10 Holdings %
Top 10 Hldgs %
28.88%
Holding
1,200
New
1
Increased
98
Reduced
71
Closed
989
Top Buys
Top Sells
| 1 |
Teleflex
TFX
|
$375K |
| 2 |
TransUnion
TRU
|
$303K |
| 3 |
Hexcel
HXL
|
$258K |
| 4 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$221K |
| 5 |
Zoom
ZM
|
$199K |
Sector Composition
| 1 | Technology | 17.07% |
| 2 | Consumer Discretionary | 9.19% |
| 3 | Healthcare | 7.85% |
| 4 | Financials | 7.23% |
| 5 | Consumer Staples | 5.93% |
