ST
Sabal Trust Portfolio holdings
AUM
$1.8B
This Quarter Return
+7.47%
1 Year Return
+8.75%
3 Year Return
+18.39%
5 Year Return
+89.82%
10 Year Return
+162.48%
AUM
$1.15B
AUM Growth
+$1.15B
(+7.1%)
Cap. Flow
+$3.45M
Cap. Flow
% of AUM
0.3%
Top 10 Holdings %
Top 10 Hldgs %
29.99%
Holding
143
New
12
Increased
37
Reduced
50
Closed
8
Top Buys
| 1 |
Cisco
CSCO
|
$22.1M |
| 2 |
Nasdaq
NDAQ
|
$17.2M |
| 3 |
Vanguard Russell 1000 ETF
VONE
|
$14.7M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$8.77M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$7.28M |
Top Sells
| 1 |
Unilever
UL
|
$29.9M |
| 2 |
Dominion Energy
D
|
$19.7M |
| 3 |
United Parcel Service
UPS
|
$3.92M |
| 4 |
Microsoft
MSFT
|
$3.19M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.58M |
Sector Composition
| 1 | Industrials | 14.84% |
| 2 | Healthcare | 14.3% |
| 3 | Consumer Staples | 12.97% |
| 4 | Technology | 12% |
| 5 | Consumer Discretionary | 7.5% |
