ST

Sabal Trust Portfolio holdings

AUM $1.8B
1-Year Est. Return 8.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.72B
AUM Growth
+$95.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$20.5M
3
+$2.13M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.96M
5
PNC icon
PNC Financial Services
PNC
+$1.57M

Top Sells

1
+$28.9M
2
+$9.91M
3
+$1.62M
4
JPM icon
JPMorgan Chase
JPM
+$1.44M
5
AVTR icon
Avantor
AVTR
+$1.16M

Sector Composition

1 Healthcare 16.08%
2 Financials 16.02%
3 Technology 13.12%
4 Industrials 10.35%
5 Consumer Staples 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-17,820
227
– –
-689
228
– –
-1,541
229
– –
-7,023
230
– –
-1,941
6 7 8 9
10