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
$915M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$20.6M
2 +$20.6M
3 +$18.8M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.22M
5
VZ icon
Verizon
VZ
+$1.12M

Top Sells

1 +$20.9M
2 +$20.8M
3 +$20.4M
4
AMGN icon
Amgen
AMGN
+$2.85M
5
PFE icon
Pfizer
PFE
+$2.73M

Sector Composition

1 Technology 13.26%
2 Industrials 12.47%
3 Consumer Staples 11.84%
4 Healthcare 10.39%
5 Communication Services 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-5,800