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
$339M
AUM Growth
+$58.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$901K

Top Sells

1 +$117K

Sector Composition

1 Energy 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$289M 81.28%
393,300
2
$49.3M 13.87%
4,378,195
+80,000
3
$1.11M 0.31%
45,200
-4,800
4
0