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
$1.68B
AUM Growth
-$42.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$25M
2
+$21.9M
3
+$13.1M
4
IBM icon
IBM
IBM
+$11.2M
5
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$1.72M

Top Sells

1
+$22.8M
2
+$22.2M
3
+$12.8M
4
PEP icon
PepsiCo
PEP
+$12.6M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$9.51M

Sector Composition

1 Financials 15.84%
2 Healthcare 15.63%
3 Technology 14.12%
4 Industrials 12.45%
5 Utilities 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-705
227
– –
-2,170
228
– –
-14,586
229
– –
-1,204
6 7 8 9
10