SFG

Sather Financial Group Portfolio holdings

AUM $1.7B
1-Year Est. Return 18.25%
This Quarter Est. Return
1 Year Est. Return
+18.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$139M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Sells

1 +$3.68M
2 +$82.3K
3 +$25.6K
4
MMM icon
3M
MMM
+$11.8K

Sector Composition

1 Financials 27.09%
2 Consumer Staples 21.84%
3 Technology 18.85%
4 Consumer Discretionary 6.26%
5 Industrials 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$239K 0.17%
15,764
52
$235K 0.17%
4,260
-1,491
53
-107,618