SA
Sylvest Advisors Portfolio holdings
AUM
$174M
This Quarter Return
-0.12%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$163M
AUM Growth
–
Cap. Flow
+$163M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
68.58%
Holding
74
New
74
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Russell 1000 Value ETF
IWD
|
$19M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$15.3M |
| 3 |
Schwab International Equity ETF
SCHF
|
$14.9M |
| 4 |
Pacer US Cash Cows 100 ETF
COWZ
|
$14.8M |
| 5 |
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% |
