SGC
Slocum, Gordon & Co Portfolio holdings
AUM
$124M
This Quarter Return
+9.42%
1 Year Return
+11.3%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$135M
AUM Growth
+$135M
(+18%)
Cap. Flow
+$10.9M
Cap. Flow
% of AUM
8.1%
Top 10 Holdings %
Top 10 Hldgs %
57.06%
Holding
137
New
4
Increased
10
Reduced
32
Closed
6
Top Buys
| 1 |
Kenvue
KVUE
|
$3.99M |
| 2 |
NextEra Energy, Inc.
NEE
|
$2.04M |
| 3 |
Devon Energy
DVN
|
$1.73M |
| 4 |
Apple
AAPL
|
$1.41M |
| 5 |
Verizon
VZ
|
$1.3M |
Top Sells
| 1 |
American Electric Power
AEP
|
$129K |
| 2 |
Colgate-Palmolive
CL
|
$64.4K |
| 3 |
Procter & Gamble
PG
|
$60.8K |
| 4 |
Johnson & Johnson
JNJ
|
$52.2K |
| 5 |
Abbott
ABT
|
$51.1K |
Sector Composition
| 1 | Healthcare | 27.42% |
| 2 | Consumer Staples | 18.16% |
| 3 | Utilities | 17.47% |
| 4 | Energy | 12.88% |
| 5 | Communication Services | 5.98% |
