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ST

Sabal Trust Portfolio holdings

AUM $1.8B
1-Year Est. Return 8.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.05B
AUM Growth
+$5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$24.1M
3
+$23.9M
4
UL icon
Unilever
UL
+$23M
5
SYY icon
Sysco
SYY
+$22.7M

Top Sells

1
+$30.6M
2
+$30.5M
3
+$29.8M
4
WELL icon
Welltower
WELL
+$24.1M
5
CB icon
Chubb
CB
+$23.9M

Sector Composition

1 Technology 16.24%
2 Financials 15.67%
3 Healthcare 13.96%
4 Industrials 10.71%
5 Consumer Staples 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$207K 0.02%
8,501
127
$202K 0.02%
1,700
128
$188K 0.02%
3,724
-11,646
129
$74K 0.01%
2,000
130
– –
0
131
– –
-4,000
132
– –
-1,474
133
– –
-5,505
134
– –
-2,929
135
– –
-8,580
136
– –
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137
– –
-4,074
138
– –
-5,773
139
– –
-1,669
140
– –
-1,926
141
– –
-4,924
142
– –
-328,389
143
– –
-2,596
144
– –
-3,244
145
– –
-3,740
146
– –
-5,346
147
– –
-4,860
148
– –
-5,123
149
– –
-23,933
150
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-4,015
3 4 5
6
7