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SFA
Souders Financial Advisors Portfolio holdings
AUM
$876M
1-Year Est. Return
14.44%
This Fund
S&P 500
1 Year Est. Return
+14.44%
AUM
$876M
AUM Growth
+$3.19M
(+0.37%)
Holding
227
Top Buys
| 1 | +$14.5M | |
| 2 | +$3.97M | |
| 3 | +$1.42M | |
| 4 |
T. Rowe Price Capital Appreciation Equity ETF
TCAF
|
+$1.32M |
| 5 |
Capital Group Growth ETF
CGGR
|
+$1.25M |
Top Sells
| 1 | +$13.4M | |
| 2 | +$1.86M | |
| 3 | +$1.07M | |
| 4 |
iShares MSCI ACWI ETF
ACWI
|
+$723K |
| 5 |
CGIC
Capital Group International Core Equity ETF
CGIC
|
+$496K |
Sector Composition
| 1 | Technology | 6.8% |
| 2 | Financials | 3.83% |
| 3 | Consumer Staples | 3.27% |
| 4 | Consumer Discretionary | 2.43% |
| 5 | Industrials | 2.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Stryker
SYK
$120B
| – | – |
-570
|
|
||
227
Constellation Brands
STZ
$25.5B
| – | – |
-1,577
|
|