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
$249M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$5.72M
2 +$1.72M
3 +$1.11M
4
ACN icon
Accenture
ACN
+$894K
5
UL icon
Unilever
UL
+$799K

Top Sells

1 +$5.47M
2 +$5.04M
3 +$1.17M
4
GLD icon
SPDR Gold Trust
GLD
+$1.16M
5
BUD icon
AB InBev
BUD
+$236K

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 Change
in Stake
Capital Flow
51
-13,000