STC

Sarah T. Connolly Portfolio holdings

AUM $1.11M
1-Year Est. Return 24.13%
This Quarter Est. Return
1 Year Est. Return
+24.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
+$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$732K
2
+$212K
3
+$190K
4
PYPL icon
PayPal
PYPL
+$128K
5
ADBE icon
Adobe
ADBE
+$104K

Top Sells

1
+$698K
2
+$230K
3
+$215K
4
JPM icon
JPMorgan Chase
JPM
+$182K
5
AAPL icon
Apple
AAPL
+$179K

Sector Composition

1 Technology 20.93%
2 Healthcare 19.22%
3 Consumer Staples 12.18%
4 Financials 11.56%
5 Communication Services 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.57M 1.4%
15,180
-240
27
$1.56M 1.38%
3,273
+218
28
$1.46M 1.3%
5,509
-81
29
$1.45M 1.29%
24,941
-75
30
$1.42M 1.26%
18,906
-210
31
$1.41M 1.26%
26,112
-250
32
$1.36M 1.21%
7,200
-1,140
33
$1.32M 1.17%
15,414
-25
34
$1.29M 1.15%
11,596
-57
35
$1.25M 1.11%
10,565
-48
36
$1.21M 1.08%
4,168
-25
37
$1.21M 1.08%
16,438
-31
38
$1.18M 1.05%
8,500
39
$1.11M 0.99%
2,342
-196
40
$1.1M 0.98%
4,551
+528
41
$1.1M 0.98%
14,526
42
$1.1M 0.98%
82,560
+14,240
43
$1.1M 0.97%
2,716
+3
44
$1.08M 0.96%
17,280
45
$1.05M 0.94%
18,900
-175
46
$1.03M 0.92%
13,105
47
$1.02M 0.91%
7,200
48
$988K 0.88%
4,130
+4
49
$981K 0.87%
6,519
-145
50
$978K 0.87%
4,365
-45
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2
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