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
$1.22B
AUM Growth
+$308M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1 +$30.7M
2 +$24.7M
3 +$24.5M
4
JNJ icon
Johnson & Johnson
JNJ
+$23.5M
5
PG icon
Procter & Gamble
PG
+$23.2M

Top Sells

1 +$52.2M
2 +$9.59M
3 +$8.88M
4
INTU icon
Intuit
INTU
+$8.07M
5
LMT icon
Lockheed Martin
LMT
+$3.55M

Sector Composition

1 Financials 30.25%
2 Technology 25.17%
3 Consumer Staples 14.1%
4 Consumer Discretionary 10.15%
5 Industrials 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$214K 0.02%
+3,120
102
$211K 0.02%
+6,335
103
$210K 0.02%
11,396
104
$204K 0.02%
+2,000
105
$204K 0.02%
+101
106
-384,561
107
-2,682
108
-10,850