SLFPAM

St. Louis Financial Planners Asset Management Portfolio holdings

AUM $163M
1-Year Est. Return 26.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.86%
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
+$9.4M
2
+$5.21M
3
+$4.24M
4
VZ icon
Verizon
VZ
+$2.69M
5
XOM icon
Exxon Mobil
XOM
+$2.65M

Top Sells

1
+$6.44M
2
+$3.32M
3
+$3.05M
4
CSCO icon
Cisco
CSCO
+$2.15M
5
DIS icon
Walt Disney
DIS
+$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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28
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-15,652
29
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30
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-36,324
31
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33
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-31,975
34
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35
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36
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-47,977
37
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-10,535
38
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39
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-26,413
40
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-36,719
41
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-19,024
42
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