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
1
$16.8M 14.46%
30,836
+17,409
2
$13.4M 11.56%
147,066
-119,980
3
$12.6M 10.8%
248,911
+35,151
4
$6.84M 5.88%
+55,026
5
$4.21M 3.62%
+26,460
6
$4.03M 3.46%
17,658
+1,016
7
$3.73M 3.21%
176,921
+3,520
8
$3.7M 3.18%
180,589
+4,236
9
$3.52M 3.02%
19,221
+6,404
10
$2.96M 2.55%
13,657
+1,800
11
$2.39M 2.06%
+11,394
12
$2.29M 1.97%
11,787
+755
13
$2.16M 1.86%
51,704
+4,672
14
$2.16M 1.85%
18,749
-727
15
$2.15M 1.85%
10,753
-81
16
$2.15M 1.85%
45,214
+3,678
17
$2.11M 1.81%
13,475
+691
18
$2.08M 1.79%
12,773
+2,040
19
$2.06M 1.77%
12,082
-1,104
20
$2.05M 1.76%
32,322
-274
21
$2.04M 1.75%
14,224
-132
22
$2.03M 1.74%
30,050
-2,888
23
$1.95M 1.68%
32,237
-7,330
24
$1.88M 1.62%
+18,212
25
$1.87M 1.6%
60,502
+21,102
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