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
$164M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1 +$622K
2 +$460K
3 +$437K
4
DUK icon
Duke Energy
DUK
+$390K
5
RSG icon
Republic Services
RSG
+$356K

Top Sells

1 +$901K
2 +$262K
3 +$261K
4
EMN icon
Eastman Chemical
EMN
+$241K
5
OVV icon
Ovintiv
OVV
+$233K

Sector Composition

1 Technology 21.78%
2 Healthcare 17.15%
3 Consumer Staples 11.34%
4 Industrials 9.79%
5 Communication Services 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-2,000