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
$1.24B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$33.9M
2 +$29.3M
3 +$23.3M
4
MAA icon
Mid-America Apartment Communities
MAA
+$21.7M
5
D icon
Dominion Energy
D
+$20.8M

Top Sells

1 +$30.4M
2 +$23.1M
3 +$20.7M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$1.11M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$979K

Sector Composition

1 Consumer Staples 14.3%
2 Healthcare 12.6%
3 Financials 12.1%
4 Industrials 11.86%
5 Technology 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-3,000
152
-4,112