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
$264M
AUM Growth
-$63.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$1.4K

Top Sells

No sells this quarter

Sector Composition

1 Energy 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$205M 68.35%
391,500
2
$57.9M 19.29%
4,148,195
+100
3
$1.06M 0.35%
50,000
4
0
5
0
6
0