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
$227M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$2.47M
3
+$112K
4
CB icon
Chubb
CB
+$76.4K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$60.9K

Top Sells

1
+$908K
2
+$644K
3
+$424K
4
ORCL icon
Oracle
ORCL
+$384K
5
CRM icon
Salesforce
CRM
+$373K

Sector Composition

1 Technology 30.88%
2 Healthcare 13.53%
3 Financials 12.59%
4 Consumer Discretionary 9.89%
5 Industrials 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$17K 0.01%
1,000
152
$17K 0.01%
2,725
153
$16K 0.01%
1,000
154
$16K 0.01%
249
155
$15K 0.01%
100
156
$15K 0.01%
506
157
$13K 0.01%
32
158
$13K 0.01%
642
159
$12K 0.01%
225
160
$10K ﹤0.01%
575
161
$10K ﹤0.01%
300
162
$8K ﹤0.01%
770
163
$7K ﹤0.01%
125
164
$7K ﹤0.01%
200
165
$6K ﹤0.01%
40
166
$5K ﹤0.01%
65
167
$5K ﹤0.01%
24
168
$5K ﹤0.01%
135
169
$5K ﹤0.01%
18
170
$4K ﹤0.01%
373
171
$4K ﹤0.01%
42
172
$4K ﹤0.01%
106
173
$4K ﹤0.01%
61
174
$2K ﹤0.01%
12
-188
175
$2K ﹤0.01%
25
4 5 6
7
8