SFA

Souders Financial Advisors Portfolio holdings

AUM $716M
AUM
$716M
AUM Growth
+$331K
Cap. Flow
+$18.4M
Cap. Flow %
2.57%
Top 10 Hldgs %
44.74%
Holding
195
New
20
Increased
72
Reduced
83
Closed
11

Top Buys

1
$9.63M
2
$8.87M
3
$8.07M
4
$5.78M
5
$5.11M

Top Sells

1
$8.31M
2
$3.28M
3
$3.14M
4
$3.07M
5
$2.6M

Sector Composition

1Technology5.91%
2Financials4.52%
3Consumer Staples4.15%
4Healthcare2.99%
5Industrials2.6%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$60.1M8.39%2,678,280
+182,092
+7%
+$4.09M
$46.9M6.55%91,279
-5,966
-6%
-$3.07M
$43.1M6.01%1,208,802
+226,539
+23%
+$8.07M
$32.3M4.51%519,970
+36,253
+7%
+$2.25M
$29.4M4.11%881,268
+66,793
+8%
+$2.23M
$26.3M3.68%941,678
+67,405
+8%
+$1.88M
$21.8M3.04%127,803
-1,401
-1%
-$239K
$20.9M2.91%457,335
+103,321
+29%
+$4.72M
$20.5M2.86%635,221
+298,346
+89%
+$9.63M
$19.2M2.68%193,925
-31,781
-14%
-$3.14M
$18.7M2.61%369,446
+29,415
+9%
+$1.49M
$16.9M2.35%688,423
+208,854
+44%
+$5.11M
$16.8M2.34%669,065
-1,164
-0.2%
-$29.1K
$13.9M1.94%455,308
+290,989
+177%
+$8.87M
$13M1.82%58,730
-3,112
-5%
-$691K
$12.9M1.8%74,680
+33,453
+81%
+$5.78M
$11.3M1.58%331,274
+62,241
+23%
+$2.13M
$11.2M1.56%151,818
+8,427
+6%
+$619K
$10.9M1.52%285,251
+37,993
+15%
+$1.45M
$9.42M1.32%158,657
+16,959
+12%
+$1.01M
$9.42M1.32%365,103
+51,768
+17%
+$1.34M
$8.85M1.24%217,016
+23,445
+12%
+$956K
$8.84M1.23%312,168
+21,126
+7%
+$599K
$8.59M1.2%22,881
-2,372
-9%
-$890K
$8.5M1.19%311,399
+32,094
+11%
+$876K
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