SJIM

St. Johns Investment Management Portfolio holdings

AUM $235M
1-Year Est. Return 17.13%
This Quarter Est. Return
1 Year Est. Return
+17.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$113M
AUM Growth
-$2.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$165K
2
+$105K
3
+$49.1K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$37.5K
5
INTC icon
Intel
INTC
+$30.6K

Top Sells

1
+$125K
2
+$118K
3
+$97.2K
4
BPT
BP Prudhoe Bay Royalty Trust
BPT
+$89K
5
T icon
AT&T
T
+$74.6K

Sector Composition

1 Technology 9.19%
2 Healthcare 8.6%
3 Financials 7.28%
4 Consumer Staples 6.72%
5 Industrials 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
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