ST

Sabal Trust Portfolio holdings

AUM $1.8B
1-Year Est. Return 8.75%
This Quarter Est. Return
1 Year Est. Return
+8.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.84B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$24.5M
2
+$6.49M
3
+$2.36M
4
IBDW icon
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
+$1.41M
5
ADSK icon
Autodesk
ADSK
+$1.38M

Top Sells

1
+$22.7M
2
+$9.23M
3
+$8.17M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$7.34M
5
JPM icon
JPMorgan Chase
JPM
+$2.13M

Sector Composition

1 Financials 16.55%
2 Healthcare 14.77%
3 Technology 14.23%
4 Industrials 12.15%
5 Consumer Discretionary 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$145K 0.01%
13,736
+107
227
$11.6K ﹤0.01%
11,111
228
– –
-2,896
229
– –
-9,737
230
– –
-12,738
231
– –
-2,027
232
– –
-1,215
233
– –
-7,839
6 7 8 9
10