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
$246M
AUM Growth
+$9.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$6.94M
2
+$4.51M
3
+$4.24M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.99M
5
BAC.WS.A
Bank Of America Corporation Ws A
BAC.WS.A
+$3.55M

Top Sells

1
+$16M
2
+$5.06M
3
+$4.44M
4
AVP
Avon Products, Inc.
AVP
+$1.87M
5
TEF icon
Telefonica
TEF
+$1.63M

Sector Composition

1 Financials 32.57%
2 Technology 14.92%
3 Consumer Staples 14.77%
4 Energy 8.21%
5 Consumer Discretionary 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-6,300
52
– –
-152,372
53
– –
-299,078
54
– –
-20,000
55
– –
-13,402
56
– –
-54,545
1 2
3