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
$162M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$2.35M
2 +$2.1M
3 +$2.01M
4
V icon
Visa
V
+$1.95M
5
GL icon
Globe Life
GL
+$1.5M

Top Sells

1 +$1.99M
2 +$1.28M
3 +$410K
4
ZM icon
Zoom
ZM
+$380K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$373K

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
-1,276