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
$500M
AUM Growth
+$97.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1 +$15.5M

Top Sells

1 +$1.02M

Sector Composition

1 Energy 96.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$435M 43.79%
393,300
2
$49.1M 4.94%
4,429,695
3
$15.5M 1.56%
+177,000
4
-40,900
5
0
6
0
7
0