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
$1.39B
AUM Growth
+$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$3.11M
2
+$2.3M
3
+$1.18M
4
OGN icon
Organon & Co
OGN
+$979K
5
BK icon
Bank of New York Mellon
BK
+$965K

Top Sells

1
+$16.2M
2
+$11.2M
3
+$10.2M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.55M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.64M

Sector Composition

1 Financials 14.49%
2 Healthcare 13.8%
3 Industrials 13.3%
4 Technology 13.14%
5 Consumer Staples 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-24,500
152
– –
-5,464
153
– –
-1,204
154
– –
-29,000
155
– –
-87,435
3 4 5 6
7