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
$229M
AUM Growth
+$8.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$5.6M
2 +$4.62M
3 +$4.61M
4
AVP
Avon Products, Inc.
AVP
+$2.2M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.69M

Top Sells

1 +$22.6M
2 +$13.3M
3 +$10.6M
4
PETM
PETSMART INC
PETM
+$5.49M
5
IXC icon
iShares Global Energy ETF
IXC
+$4.06M

Sector Composition

1 Financials 29.62%
2 Technology 16.56%
3 Consumer Staples 13.88%
4 Consumer Discretionary 10.78%
5 Energy 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-716
52
-168,326
53
-67,556