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
$221M
AUM Growth
+$719K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Sells

1 +$3.72M
2 +$3.45M
3 +$3.19M
4
AVP
Avon Products, Inc.
AVP
+$2.27M
5
KO icon
Coca-Cola
KO
+$2.15M

Sector Composition

1 Financials 29.17%
2 Consumer Staples 17.68%
3 Technology 13.99%
4 Consumer Discretionary 9.75%
5 Industrials 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$73K 0.03%
16,100
52
-55,030
53
-39,466