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
$769M
AUM Growth
+$7.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$11M
3
+$1.08M
4
EMR icon
Emerson Electric
EMR
+$1.04M
5
TFC icon
Truist Financial
TFC
+$983K

Top Sells

1
+$14.9M
2
+$453K
3
+$421K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$287K
5
GILD icon
Gilead Sciences
GILD
+$246K

Sector Composition

1 Healthcare 14.83%
2 Technology 12.21%
3 Consumer Staples 11.75%
4 Industrials 10.97%
5 Financials 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$224K 0.03%
5,355
102
$218K 0.03%
1,858
-2,100
103
$216K 0.03%
2,035
104
$211K 0.03%
2,215
+15
105
$209K 0.03%
3,626
106
$205K 0.03%
1,622
107
$202K 0.03%
+1,303
108
$41K 0.01%
52
109
– –
-4,000
110
– –
-3,100
111
– –
-1,845
112
– –
-5,754
113
– –
-1,524
1 2 3 4
5