SFA

Souders Financial Advisors Portfolio holdings

AUM $786M
1-Year Est. Return 13.91%
This Quarter Est. Return
1 Year Est. Return
+13.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$113M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$8.85M
3
+$7.46M
4
AAPL icon
Apple
AAPL
+$6.22M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.48%
2 Consumer Staples 11.96%
3 Financials 10.38%
4 Healthcare 10.25%
5 Communication Services 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.08M 0.95%
+31,398
27
$1.07M 0.94%
+6,165
28
$1.06M 0.94%
+75,735
29
$1.05M 0.93%
+50,732
30
$1.04M 0.92%
+23,502
31
$1.02M 0.9%
+79,464
32
$981K 0.87%
+16,538
33
$899K 0.79%
+29,870
34
$870K 0.77%
+40,991
35
$867K 0.77%
+3,818
36
$859K 0.76%
+27,742
37
$822K 0.73%
+9,510
38
$799K 0.71%
+14,239
39
$795K 0.7%
+4,255
40
$766K 0.68%
+4,808
41
$761K 0.67%
+5,101
42
$753K 0.66%
+75,640
43
$731K 0.65%
+6,087
44
$691K 0.61%
+4,143
45
$646K 0.57%
+3,320
46
$645K 0.57%
+43,239
47
$610K 0.54%
+1,625
48
$597K 0.53%
+3,900
49
$590K 0.52%
+19,137
50
$577K 0.51%
+4,401
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