SP
Sequent Planning Portfolio holdings
AUM
$316M
This Quarter Return
+0.2%
1 Year Return
+11.16%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$272M
AUM Growth
+$272M
(-6.1%)
Cap. Flow
-$20.7M
Cap. Flow
% of AUM
-7.6%
Top 10 Holdings %
Top 10 Hldgs %
50.55%
Holding
158
New
12
Increased
43
Reduced
81
Closed
17
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 3.73% |
| 2 | Consumer Discretionary | 3.24% |
| 3 | Consumer Staples | 1.55% |
| 4 | Energy | 1.28% |
| 5 | Financials | 1.06% |
