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
$122M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$340K
2
+$258K
3
+$249K
4
AAPL icon
Apple
AAPL
+$221K
5
IBM icon
IBM
IBM
+$214K

Top Sells

1
+$227K
2
+$60.1K
3
+$28K
4
ATO icon
Atmos Energy
ATO
+$23K
5
BAC icon
Bank of America
BAC
+$21.2K

Sector Composition

1 Technology 22.47%
2 Healthcare 18.75%
3 Financials 11.59%
4 Consumer Staples 11.54%
5 Communication Services 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$993K 0.81%
6,631
+112
52
$946K 0.77%
1,930
+185
53
$924K 0.75%
16,209
+120
54
$847K 0.69%
4,496
+107
55
$775K 0.63%
4,503
56
$728K 0.59%
6,465
-50
57
$698K 0.57%
2,630
+200
58
$688K 0.56%
6,411
+375
59
$648K 0.53%
2,254
-25
60
$627K 0.51%
4,385
61
$579K 0.47%
5,129
+466
62
$547K 0.45%
2,900
63
$537K 0.44%
2,344
-15
64
$498K 0.41%
1,795
65
$497K 0.41%
2,220
66
$496K 0.41%
3,920
67
$495K 0.4%
6,150
+150
68
$489K 0.4%
5,780
69
$475K 0.39%
8,120
-150
70
$465K 0.38%
4,834
71
$463K 0.38%
1,570
72
$455K 0.37%
53,001
73
$448K 0.37%
1,550
74
$446K 0.36%
1,330
75
$409K 0.33%
6,125
1 2
3
4