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SGC

Slocum, Gordon & Co Portfolio holdings

AUM $147M
1-Year Est. Return 20.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$194K
3
+$151K
4
XOM icon
Exxon Mobil
XOM
+$125K
5
AMZN icon
Amazon
AMZN
+$113K

Top Sells

1
+$383K
2
+$214K
3
+$210K
4
PG icon
Procter & Gamble
PG
+$195K
5
PFE icon
Pfizer
PFE
+$185K

Sector Composition

1 Healthcare 27.41%
2 Utilities 20.58%
3 Technology 15.96%
4 Consumer Staples 11.59%
5 Energy 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
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