SA
Sylvest Advisors Portfolio holdings
AUM
$186M
1-Year Est. Return
14.28%
1 Year Est. Return
+14.28%
AUM
$186M
AUM Growth
+$12.6M
(+7.2%)
Holding
76
Top Buys
| 1 | +$1.15M | |
| 2 | +$493K | |
| 3 | +$372K | |
| 4 |
Schwab International Equity ETF
SCHF
|
+$315K |
| 5 |
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
|
+$208K |
Top Sells
| 1 | +$539K | |
| 2 | +$320K | |
| 3 | +$271K | |
| 4 |
Chevron
CVX
|
+$229K |
| 5 |
Eli Lilly
LLY
|
+$228K |
Sector Composition
| 1 | Technology | 10.25% |
| 2 | Financials | 3.3% |
| 3 | Healthcare | 3.23% |
| 4 | Industrials | 2.5% |
| 5 | Consumer Staples | 2.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
76
Eli Lilly
LLY
$908B
| – | – |
-293
|
|