SC

Sawyer & Company Portfolio holdings

AUM $260M
1-Year Est. Return 15.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$265M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$1.57K

Sector Composition

1 Technology 36.67%
2 Healthcare 12.75%
3 Financials 11.47%
4 Communication Services 9.1%
5 Consumer Discretionary 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$9K ﹤0.01%
71
152
$7K ﹤0.01%
125
153
$6K ﹤0.01%
71
154
$6K ﹤0.01%
30
155
$5K ﹤0.01%
100
156
$5K ﹤0.01%
230
157
$5K ﹤0.01%
5
158
$5K ﹤0.01%
87
159
$5K ﹤0.01%
65
160
$5K ﹤0.01%
21
161
$5K ﹤0.01%
13
162
$4K ﹤0.01%
35
163
$4K ﹤0.01%
30
164
$4K ﹤0.01%
38
165
$3K ﹤0.01%
24
166
$3K ﹤0.01%
40
167
$3K ﹤0.01%
12
168
$3K ﹤0.01%
6
169
$3K ﹤0.01%
40
170
$3K ﹤0.01%
35
171
$3K ﹤0.01%
10
172
$3K ﹤0.01%
5
173
$3K ﹤0.01%
18
174
$3K ﹤0.01%
37
175
$3K ﹤0.01%
23
4 5 6
7
8