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
76
$2.21M 0.14%
11,004
+673
77
$2.17M 0.13%
4,597
+1,053
78
$2.08M 0.13%
3,624
-158
79
$2.06M 0.13%
3,288
-36
80
$2.04M 0.13%
6,726
+98
81
$2.02M 0.12%
31,975
-2,033
82
$1.95M 0.12%
57,913
+6,642
83
$1.94M 0.12%
34,641
+9,970
84
$1.88M 0.12%
18,066
-12
85
$1.87M 0.11%
4,115
-143
86
$1.86M 0.11%
523
-135
87
$1.84M 0.11%
38,319
+12,612
88
$1.77M 0.11%
18,892
+4,522
89
$1.64M 0.1%
2,752
+91
90
$1.6M 0.1%
5,153
+2,887
91
$1.59M 0.1%
1,122
92
$1.53M 0.09%
18,284
-2,151
93
$1.53M 0.09%
7,900
+2,043
94
$1.5M 0.09%
46,691
-207
95
$1.48M 0.09%
20,882
-2,345
96
$1.47M 0.09%
11,250
+4,601
97
$1.44M 0.09%
17,128
98
$1.43M 0.09%
14,072
+1,412
99
$1.34M 0.08%
12,049
-33
100
$1.29M 0.08%
26,040
+16,020
2 3
4
5 6