SA

SoftVest Advisors Portfolio holdings

AUM $493M
1-Year Est. Return 24.04%
This Quarter Est. Return
1 Year Est. Return
+24.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1 +$102M
2 +$330K

Top Sells

No sells this quarter

Sector Composition

1 Energy 99.68%
2 Financials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$102M 58.01%
+391,500
2
$330K 0.19%
+20,725
3
0