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
$250M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$970K
2
+$382K
3
+$148K
4
CVX icon
Chevron
CVX
+$114K
5
CSCO icon
Cisco
CSCO
+$106K

Top Sells

1
+$8.71M
2
+$497K
3
+$172K
4
CDW icon
CDW
CDW
+$128K
5
ETN icon
Eaton
ETN
+$91.3K

Sector Composition

1 Technology 31.52%
2 Healthcare 13.4%
3 Financials 12.59%
4 Consumer Discretionary 9.34%
5 Communication Services 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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4 5 6 7
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