SFG
Sather Financial Group Portfolio holdings
AUM
$1.7B
This Quarter Return
+3.37%
1 Year Return
+18.25%
3 Year Return
+78.16%
5 Year Return
+141.7%
10 Year Return
+305.88%
AUM
$1.6B
AUM Growth
+$1.6B
(+2.7%)
Cap. Flow
+$94.4M
Cap. Flow
% of AUM
5.92%
Top 10 Holdings %
Top 10 Hldgs %
59.42%
Holding
97
New
3
Increased
18
Reduced
41
Closed
6
Top Buys
| 1 |
Arista Networks
ANET
|
$77.6M |
| 2 |
Boeing
BA
|
$26.9M |
| 3 |
Nike
NKE
|
$2.11M |
| 4 |
Brown-Forman Class B
BF.B
|
$1.71M |
| 5 |
JNPR
Juniper Networks
JNPR
|
$1.61M |
Top Sells
| 1 |
Dollar General
DG
|
$6.08M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$1.44M |
| 3 |
Visa
V
|
$1.39M |
| 4 |
Monster Beverage
MNST
|
$1.3M |
| 5 |
Brookfield
BN
|
$1.16M |
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% |
