SCTC

Sanibel Captiva Trust Company Portfolio holdings

AUM $3.51B
1-Year Est. Return 18.98%
This Quarter Est. Return
1 Year Est. Return
+18.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.08B
AUM Growth
-$51.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$9.52M
3
+$3.34M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.26M
5
GLD icon
SPDR Gold Trust
GLD
+$3.01M

Top Sells

1
+$2.87M
2
+$2.58M
3
+$2.5M
4
VZ icon
Verizon
VZ
+$1.94M
5
ACN icon
Accenture
ACN
+$1.79M

Sector Composition

1 Technology 23.36%
2 Financials 14.84%
3 Healthcare 11.68%
4 Consumer Discretionary 9.38%
5 Industrials 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$257K 0.01%
1,456
-109
352
$257K 0.01%
+1,059
353
$255K 0.01%
1,491
+33
354
$254K 0.01%
+4,424
355
$253K 0.01%
2,114
-234
356
$252K 0.01%
255
-54
357
$251K 0.01%
750
358
$248K 0.01%
1,655
359
$247K 0.01%
923
360
$245K 0.01%
3,793
-314
361
$245K 0.01%
+7,370
362
$241K 0.01%
+2,218
363
$241K 0.01%
1,623
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364
$240K 0.01%
2,130
-536
365
$236K 0.01%
5,832
-804
366
$232K 0.01%
3,600
367
$230K 0.01%
900
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368
$227K 0.01%
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369
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481
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370
$222K 0.01%
383
371
$221K 0.01%
3,000
372
$221K 0.01%
2,017
-270
373
$220K 0.01%
10,230
+1,230
374
$218K 0.01%
+1,844
375
$214K 0.01%
675
13 14
15
16 17