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
$238M
AUM Growth
-$7.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$3.07M
3
+$474K
4
MKL icon
Markel Group
MKL
+$74K
5
KHC icon
Kraft Heinz
KHC
+$73.8K

Top Sells

1
+$4.15M
2
+$1.31M
3
+$947K
4
BUD icon
AB InBev
BUD
+$920K
5
ACN icon
Accenture
ACN
+$897K

Sector Composition

1 Financials 33.3%
2 Consumer Staples 15.91%
3 Technology 14.52%
4 Consumer Discretionary 9.23%
5 Energy 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-4,800
1 2
3