SJIM
St. Johns Investment Management Portfolio holdings
AUM
$218M
This Quarter Return
+3.69%
1 Year Return
+15.02%
3 Year Return
+64.69%
5 Year Return
+118.1%
10 Year Return
+234.84%
AUM
$136M
AUM Growth
+$136M
(+2.6%)
Cap. Flow
-$925K
Cap. Flow
% of AUM
-0.68%
Top 10 Holdings %
Top 10 Hldgs %
40.69%
Holding
200
New
21
Increased
20
Reduced
73
Closed
4
Top Buys
Top Sells
| 1 |
IBM
IBM
|
$159K |
| 2 |
Schwab US Mid-Cap ETF
SCHM
|
$147K |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$88.5K |
| 4 |
Boston Properties
BXP
|
$88.4K |
| 5 |
Schwab U.S Small- Cap ETF
SCHA
|
$81.3K |
Sector Composition
| 1 | Healthcare | 8.49% |
| 2 | Technology | 8.03% |
| 3 | Financials | 7.82% |
| 4 | Industrials | 6.32% |
| 5 | Communication Services | 6.06% |
