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
$402M
AUM Growth
+$62.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$612K

Top Sells

1 +$108K

Sector Composition

1 Energy 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$348M 57.73%
393,300
2
$52.7M 8.74%
4,429,695
+51,500
3
$1.02M 0.17%
40,900
-4,300
4
0
5
0