SC

Sawyer & Company Portfolio holdings

AUM $265M
1-Year Est. Return 14.75%
This Quarter Est. Return
1 Year Est. Return
+14.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$232M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$122K
2
+$114K
3
+$112K
4
PYPL icon
PayPal
PYPL
+$110K
5
ALL icon
Allstate
ALL
+$82.4K

Top Sells

1
+$188K
2
+$125K
3
+$96.4K
4
AAPL icon
Apple
AAPL
+$92.7K
5
XOM icon
Exxon Mobil
XOM
+$92K

Sector Composition

1 Technology 27.35%
2 Healthcare 14.93%
3 Financials 11.33%
4 Communication Services 10.07%
5 Industrials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$69K 0.03%
1,410
127
$58K 0.03%
720
128
$55K 0.02%
874
129
$55K 0.02%
180
130
$49K 0.02%
169
131
$48K 0.02%
1,650
132
$47K 0.02%
545
133
$44K 0.02%
1,800
134
$44K 0.02%
749
135
$40K 0.02%
158
136
$38K 0.02%
330
137
$38K 0.02%
1,000
138
$36K 0.02%
734
139
$31K 0.01%
1,000
140
$30K 0.01%
49
141
$29K 0.01%
300
142
$29K 0.01%
400
143
$29K 0.01%
1,104
144
$27K 0.01%
58
145
$25K 0.01%
400
146
$24K 0.01%
200
147
$23K 0.01%
1,206
148
$21K 0.01%
196
149
$21K 0.01%
1,692
150
$21K 0.01%
200
4 5
6
7 8