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
$1.63B
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$15.8M
3
+$2.72M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$2.28M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.85M

Top Sells

1
+$21M
2
+$14.8M
3
+$3.49M
4
AFL icon
Aflac
AFL
+$2.4M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$2.19M

Sector Composition

1 Healthcare 16.07%
2 Financials 15.51%
3 Technology 14.05%
4 Industrials 10.14%
5 Consumer Staples 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.77M 0.35%
62,517
+7,010
52
$5.56M 0.34%
36,587
+10,317
53
$5.54M 0.34%
55,413
-3,116
54
$5.27M 0.32%
11,079
+3,900
55
$4.97M 0.31%
11,653
-177
56
$4.86M 0.3%
42,600
-1,042
57
$4.76M 0.29%
18,278
+3,827
58
$4.75M 0.29%
33,728
+10,945
59
$4.38M 0.27%
56,342
-2,159
60
$4.16M 0.26%
23,267
+1,395
61
$3.91M 0.24%
16,462
-2,885
62
$3.9M 0.24%
70,310
+14,875
63
$3.71M 0.23%
10,468
+1,244
64
$3.44M 0.21%
47,719
-1,011
65
$3.42M 0.21%
36,200
-235
66
$3.17M 0.2%
22,697
+2,163
67
$3.09M 0.19%
34,995
-3,356
68
$3.06M 0.19%
6,022
+4,486
69
$2.96M 0.18%
5,078
-471
70
$2.9M 0.18%
26,833
+3,194
71
$2.89M 0.18%
34,831
+3
72
$2.64M 0.16%
16,574
-662
73
$2.42M 0.15%
31,687
+5
74
$2.28M 0.14%
19,327
+5,153
75
$2.26M 0.14%
8,607
1 2
3
4 5