SFG

Sather Financial Group Portfolio holdings

AUM $1.7B
This Quarter Return
+1.66%
1 Year Return
+18.25%
3 Year Return
+78.16%
5 Year Return
+141.7%
10 Year Return
+305.88%
AUM
$249M
AUM Growth
+$249M
Cap. Flow
+$9.39M
Cap. Flow %
3.78%
Top 10 Hldgs %
44.48%
Holding
51
New
2
Increased
37
Reduced
3
Closed
6

Sector Composition

1 Financials 30.57%
2 Technology 18.69%
3 Consumer Staples 16.85%
4 Energy 8.63%
5 Industrials 7.96%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
HGT
51
DELISTED
Hugoton Royalty Trust
HGT
-13,000
Closed -$21K