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
$235M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1 +$390K
2 +$384K
3 +$300K
4
MSFT icon
Microsoft
MSFT
+$194K
5
FTNT icon
Fortinet
FTNT
+$180K

Top Sells

1 +$626K
2 +$546K
3 +$471K
4
INTC icon
Intel
INTC
+$417K
5
GLD icon
SPDR Gold Trust
GLD
+$321K

Sector Composition

1 Technology 17.3%
2 Financials 7.95%
3 Communication Services 4.98%
4 Consumer Discretionary 4.77%
5 Healthcare 4.74%