SC
Sawyer & Company Portfolio holdings
AUM
$283M
1-Year Est. Return
18.29%
This Fund
S&P 500
1 Year Est. Return
+18.29%
AUM
$283M
AUM Growth
+$17.8M
(+6.7%)
Holding
207
Top Buys
| 1 | +$3.08M | |
| 2 | +$1.56M | |
| 3 | +$699K | |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$428K |
| 5 |
Apple
AAPL
|
+$332K |
Top Sells
| 1 | +$826K | |
| 2 | +$722K | |
| 3 | +$596K | |
| 4 |
Starbucks
SBUX
|
+$516K |
| 5 |
Novo Nordisk
NVO
|
+$466K |
Sector Composition
| 1 | Technology | 35.8% |
| 2 | Healthcare | 13.3% |
| 3 | Financials | 11.26% |
| 4 | Communication Services | 10.93% |
| 5 | Consumer Discretionary | 8.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Casey's General Stores
CASY
$24.6B
| $553 | ﹤0.01% |
+1
|
|
||
202
Organon & Co
OGN
$1.63B
| $531 | ﹤0.01% |
+74
|
|
||
203
DraftKings
DKNG
$12.3B
| $241 | ﹤0.01% |
7
|
|
||
204
Viatris
VTRS
$15.5B
| $174 | ﹤0.01% |
+14
|
|
||
205
Vanguard Mega Cap Growth ETF
MGK
$28.4B
| – | – |
-7
|
|