SFG

Sather Financial Group Portfolio holdings

AUM $1.84B
1-Year Est. Return 20.86%
This Quarter Est. Return
1 Year Est. Return
+20.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.7B
AUM Growth
+$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1 +$26.2M
2 +$7.83M
3 +$5.95M
4
NKE icon
Nike
NKE
+$4.81M
5
DG icon
Dollar General
DG
+$3.68M

Top Sells

1 +$4.95M
2 +$4.46M
3 +$4.36M
4
INTU icon
Intuit
INTU
+$3.81M
5
MNST icon
Monster Beverage
MNST
+$3.8M

Sector Composition

1 Financials 35.51%
2 Technology 31.36%
3 Consumer Staples 8.78%
4 Consumer Discretionary 8.68%
5 Communication Services 7.84%