SGC
Slocum, Gordon & Co Portfolio holdings
AUM
$125M
1-Year Est. Return
5.35%
1 Year Est. Return
+5.35%
AUM
$125M
AUM Growth
+$1.22M
(+0.98%)
Holding
129
Top Buys
| 1 | +$2.48M | |
| 2 | +$1.68M | |
| 3 | +$1.58M | |
| 4 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$1.22M |
| 5 |
Kinder Morgan
KMI
|
+$920K |
Top Sells
| 1 | +$5.24M | |
| 2 | +$1.8M | |
| 3 | +$1.41M | |
| 4 |
Oshkosh
OSK
|
+$568K |
| 5 |
General Mills
GIS
|
+$391K |
Sector Composition
| 1 | Healthcare | 20.84% |
| 2 | Utilities | 20.54% |
| 3 | Energy | 12.49% |
| 4 | Consumer Staples | 12.17% |
| 5 | Industrials | 7.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
GE HealthCare
GEHC
$36.3B
| – | – |
-100
|
|
||
|
127
General Mills
GIS
$25.6B
| – | – |
-7,540
|
|
||
128
Corning
GLW
$69.8B
| – | – |
-1,500
|
|
||
|
B
129
Barrick Mining
B
$54.3B
| – | – |
-88
|
|