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

Top Buys

1 +$3.12M
2 +$2.98M
3 +$380K
4
MKL icon
Markel Group
MKL
+$75.1K
5
KHC icon
Kraft Heinz
KHC
+$72.8K

Top Sells

1 +$3.98M
2 +$1.33M
3 +$950K
4
MSFT icon
Microsoft
MSFT
+$945K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$932K

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