SA

Sylvest Advisors Portfolio holdings

AUM $174M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1 +$19M
2 +$15.3M
3 +$14.9M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$14.8M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$13.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.51%
2 Financials 4%
3 Healthcare 3.73%
4 Industrials 2.48%
5 Consumer Staples 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$912K 0.56%
+2,011
27
$859K 0.53%
+7,396
28
$812K 0.5%
+10,361
29
$800K 0.49%
+7,402
30
$793K 0.49%
+5,483
31
$788K 0.48%
+4,652
32
$744K 0.46%
+2,853
33
$737K 0.45%
+17,169
34
$721K 0.44%
+1,956
35
$710K 0.44%
+6,604
36
$694K 0.43%
+5,810
37
$693K 0.43%
+3,640
38
$682K 0.42%
+3,605
39
$659K 0.41%
+4,552
40
$654K 0.4%
+12,508
41
$614K 0.38%
+9,932
42
$609K 0.37%
+1,793
43
$600K 0.37%
+3,198
44
$545K 0.34%
+4,059
45
$544K 0.33%
+3,245
46
$543K 0.33%
+2,000
47
$521K 0.32%
+1,650
48
$517K 0.32%
+10,801
49
$513K 0.32%
+1,211
50
$511K 0.31%
+2,271