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
$134M
AUM Growth
-$4.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$9.41M
2
+$5M
3
+$3.26M
4
VZ icon
Verizon
VZ
+$2.93M
5
XOM icon
Exxon Mobil
XOM
+$2.85M

Top Sells

1
+$6.44M
2
+$3.32M
3
+$3.05M
4
CSCO icon
Cisco
CSCO
+$2.15M
5
GE icon
GE Aerospace
GE
+$2.1M

Sector Composition

1 Technology 11.77%
2 Communication Services 7.02%
3 Consumer Discretionary 5.39%
4 Energy 4.3%
5 Industrials 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$44.8K 0.03%
+29,674
27
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-10,689
28
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-19,024
29
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-36,719
30
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-26,413
31
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-11,140
32
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-10,010
33
– –
-10,535
34
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-47,977
35
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-32,495
36
– –
-20,174
37
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-31,975
38
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-17,288
39
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-18,814
40
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-36,324
41
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-13,150
42
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-15,652
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