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
$270M
AUM Growth
+$42K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$6.24M
2
+$4.71M
3
+$691K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$251K
5
RTX icon
RTX Corp
RTX
+$149K

Top Sells

1
+$869K
2
+$723K
3
+$615K
4
TRV icon
Travelers Companies
TRV
+$592K
5
ABBV icon
AbbVie
ABBV
+$581K

Sector Composition

1 Technology 35.96%
2 Healthcare 13.08%
3 Financials 10.92%
4 Communication Services 8.87%
5 Consumer Discretionary 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
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