SFG

Sather Financial Group Portfolio holdings

AUM $1.86B
1-Year Est. Return 22.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$221M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$6.35M
2 +$6.1M
3 +$4.93M
4
TPR icon
Tapestry
TPR
+$4.92M
5
BYI
BALLY TECHNOLOGIES, INC.
BYI
+$2.87M

Top Sells

1 +$1.71M
2 +$468K
3 +$333K
4
MSFT icon
Microsoft
MSFT
+$321K
5
CHRW icon
C.H. Robinson
CHRW
+$280K

Sector Composition

1 Financials 26.24%
2 Consumer Staples 18.08%
3 Technology 16.71%
4 Consumer Discretionary 9.83%
5 Energy 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-3,635
52
-100,118