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
$265M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1 +$242K
2 +$227K
3 +$183K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$180K
5
ACN icon
Accenture
ACN
+$118K

Top Sells

1 +$1.05M
2 +$473K
3 +$385K
4
COR icon
Cencora
COR
+$86.1K
5
LLY icon
Eli Lilly
LLY
+$81.1K

Sector Composition

1 Technology 36.67%
2 Healthcare 12.75%
3 Financials 11.47%
4 Communication Services 9.1%
5 Consumer Discretionary 8.66%