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
$890M
AUM Growth
-$370M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$27.8M
2 +$26.1M
3 +$19.7M
4
T icon
AT&T
T
+$18.9M
5
CVX icon
Chevron
CVX
+$15.2M

Top Sells

1 +$27.8M
2 +$27.6M
3 +$23.6M
4
TSN icon
Tyson Foods
TSN
+$22.1M
5
DIS icon
Walt Disney
DIS
+$20.3M

Sector Composition

1 Healthcare 15.16%
2 Industrials 13.86%
3 Consumer Staples 13.58%
4 Utilities 11.06%
5 Financials 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-889
152
-1,399
153
-1,663