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
$1.39B
AUM Growth
+$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$41.4M
2 +$9.37M
3 +$8.15M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.12M
5
V icon
Visa
V
+$4.3M

Top Sells

1 +$43M
2 +$24.2M
3 +$14.7M
4
INTU icon
Intuit
INTU
+$14.2M
5
ABBV icon
AbbVie
ABBV
+$10.3M

Sector Composition

1 Financials 33.89%
2 Technology 31.4%
3 Consumer Staples 11.81%
4 Consumer Discretionary 10.04%
5 Communication Services 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$814K 0.06%
1,646
+26
52
$773K 0.06%
3,712
-400
53
$737K 0.05%
6,670
54
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10,300
-1,710
55
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3,000
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56
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5,750
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57
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58
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588
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59
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+1,365
60
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4,690
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61
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62
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2,000
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65
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66
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68
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69
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104
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70
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71
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2,367
72
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73
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2,472
74
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1,977
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75
$344K 0.02%
2,000