SLFPAM

St. Louis Financial Planners Asset Management Portfolio holdings

AUM $155M
1-Year Est. Return 24.79%
This Quarter Est. Return
1 Year Est. Return
+24.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
+$5.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$9.49M
2
+$6.84M
3
+$4.21M
4
TSLA icon
Tesla
TSLA
+$2.39M
5
ABT icon
Abbott
ABT
+$1.88M

Top Sells

1
+$11M
2
+$10.9M
3
+$1.94M
4
AMD icon
Advanced Micro Devices
AMD
+$1.91M
5
AMZN icon
Amazon
AMZN
+$1.9M

Sector Composition

1 Technology 17.45%
2 Consumer Staples 6.87%
3 Communication Services 6.45%
4 Healthcare 5.94%
5 Energy 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.84M 1.59%
46,099
-2,932
27
$1.83M 1.58%
+11,272
28
$1.83M 1.58%
14,336
-1,332
29
$1.83M 1.57%
18,626
-266
30
$1.53M 1.32%
+37,171
31
$1.5M 1.29%
+17,532
32
$1.14M 0.98%
+14,880
33
$999K 0.86%
10,952
-3,458
34
$209K 0.18%
+18,843
35
$187K 0.16%
+12,921
36
$156K 0.13%
21,771
-623
37
$101K 0.09%
10,010
38
– –
-10,568
39
– –
-10,441
40
– –
-100,731
41
– –
-71,439
42
– –
-14,668
43
– –
-12,423
44
– –
-11,020
1
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