SGC
Slocum, Gordon & Co Portfolio holdings
AUM
$124M
This Quarter Return
+14.74%
1 Year Return
+11.3%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$155M
AUM Growth
–
Cap. Flow
+$155M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
62.1%
Holding
142
New
142
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Merck
MRK
|
$14.5M |
| 2 |
Johnson & Johnson
JNJ
|
$12M |
| 3 |
Procter & Gamble
PG
|
$11.1M |
| 4 |
Pfizer
PFE
|
$10.5M |
| 5 |
American Electric Power
AEP
|
$9.26M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 33.13% |
| 2 | Utilities | 25.16% |
| 3 | Consumer Staples | 12.8% |
| 4 | Energy | 10.84% |
| 5 | Communication Services | 5.52% |
