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
$1.6B
AUM Growth
+$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1 +$26.9M
2 +$2.11M
3 +$1.71M
4
JNPR
Juniper Networks
JNPR
+$1.61M
5
BF.A icon
Brown-Forman Class A
BF.A
+$1.33M

Top Sells

1 +$9.03M
2 +$6.08M
3 +$1.44M
4
V icon
Visa
V
+$1.39M
5
MNST icon
Monster Beverage
MNST
+$1.3M

Sector Composition

1 Financials 37.48%
2 Technology 32.37%
3 Communication Services 9.82%
4 Consumer Discretionary 9.08%
5 Consumer Staples 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
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52
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505
53
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55
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9,400