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
51
$889K 0.79%
16,089
-112
52
$797K 0.71%
4,389
-22
53
$732K 0.65%
+971
54
$705K 0.63%
6,515
-25
55
$698K 0.62%
4,503
56
$668K 0.59%
1,745
-21
57
$653K 0.58%
2,430
58
$641K 0.57%
2,279
-359
59
$592K 0.53%
6,036
60
$581K 0.52%
4,385
61
$574K 0.51%
53,001
62
$522K 0.46%
2,359
-100
63
$513K 0.46%
2,900
64
$506K 0.45%
6,000
65
$506K 0.45%
4,663
-695
66
$492K 0.44%
2,220
-110
67
$490K 0.44%
5,780
68
$462K 0.41%
8,270
69
$458K 0.41%
1,795
70
$453K 0.4%
3,920
71
$436K 0.39%
4,834
72
$434K 0.39%
1,570
73
$434K 0.39%
1,550
74
$410K 0.36%
1,330
-30
75
$405K 0.36%
12,750
1 2
3
4