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
$153M
AUM Growth
+$4.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1 +$193K
2 +$192K
3 +$146K
4
MRK icon
Merck
MRK
+$131K
5
SBUX icon
Starbucks
SBUX
+$131K

Top Sells

1 +$227K
2 +$113K
3 +$61.2K
4
FDX icon
FedEx
FDX
+$55.7K
5
COR icon
Cencora
COR
+$43.9K

Sector Composition

1 Technology 21.66%
2 Healthcare 15.86%
3 Consumer Staples 11.71%
4 Communication Services 9.48%
5 Industrials 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-1,005