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
176
$2K ﹤0.01%
30
177
$2K ﹤0.01%
8
178
$2K ﹤0.01%
100
179
$2K ﹤0.01%
265
180
$2K ﹤0.01%
20
181
$2K ﹤0.01%
6
182
$1K ﹤0.01%
7
183
$1K ﹤0.01%
25
184
$1K ﹤0.01%
3
185
$1K ﹤0.01%
17
186
$0 ﹤0.01%
7