SC

Sawyer & Company Portfolio holdings

AUM $283M
1-Year Est. Return 18.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$2.29M
2 +$2.02M
3 +$1.95M
4
V icon
Visa
V
+$1.85M
5
GL icon
Globe Life
GL
+$1.53M

Top Sells

1 +$1.69M
2 +$1.14M
3 +$410K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$354K
5
BAX icon
Baxter International
BAX
+$273K

Sector Composition

1 Technology 25.08%
2 Healthcare 16.94%
3 Financials 11.42%
4 Communication Services 10.04%
5 Industrials 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-4,324