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
$236M
AUM Growth
+$6.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$7.85M
2 +$7.51M
3 +$7.32M
4
PNC.WS
PNC Financial Services Group Inc
PNC.WS
+$5.46M
5
QCOM icon
Qualcomm
QCOM
+$5.27M

Top Sells

1 +$9.71M
2 +$6.97M
3 +$1.38M
4
DTV
DIRECTV COM STK (DE)
DTV
+$1.1M
5
AIG icon
American International
AIG
+$1.04M

Sector Composition

1 Financials 28.69%
2 Technology 18.58%
3 Consumer Staples 13.07%
4 Consumer Discretionary 8.96%
5 Energy 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$22K 0.01%
20,000
-20,000
52
-4,000
53
-311,242