SFG

Sather Financial Group Portfolio holdings

AUM $1.86B
1-Year Est. Return 22.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
+$3.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$31M
2
+$30.6M
3
+$26.2M
4
INTU icon
Intuit
INTU
+$25.6M
5
META icon
Meta Platforms (Facebook)
META
+$21.5M

Top Sells

1
+$37.6M
2
+$33.5M
3
+$30.1M
4
LMT icon
Lockheed Martin
LMT
+$7.17M
5
ANET icon
Arista Networks
ANET
+$5.64M

Sector Composition

1 Financials 28.48%
2 Technology 26.15%
3 Communication Services 14.27%
4 Consumer Discretionary 13.63%
5 Industrials 10.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1,143
102
– –
-1,170
103
– –
-8,065
1 2 3 4
5