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
$584M
AUM Growth
+$63.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$7.92M
3
+$6.19M
4
PCG icon
PG&E
PCG
+$3.07M
5
PG icon
Procter & Gamble
PG
+$2.37M

Top Sells

1
+$16.5M
2
+$6.9M
3
+$2.55M
4
AAPL icon
Apple
AAPL
+$1.19M
5
UPS icon
United Parcel Service
UPS
+$1.05M

Sector Composition

1 Technology 7.53%
2 Financials 5.49%
3 Consumer Staples 5.33%
4 Healthcare 4.68%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.78M 0.99%
22,182
-474
27
$5.71M 0.98%
10,840
-134
28
$5.59M 0.96%
16,133
+3
29
$5.56M 0.95%
107,694
+25,299
30
$5.23M 0.9%
205,485
+22,450
31
$5.23M 0.9%
37,102
+111
32
$5.22M 0.89%
142,745
+3,044
33
$5.19M 0.89%
192,423
+17,509
34
$4.93M 0.84%
32,461
+308
35
$4.49M 0.77%
40,794
+1,381
36
$4.47M 0.77%
241,086
+51
37
$4.41M 0.76%
76,812
+882
38
$4.35M 0.74%
235,316
+2,772
39
$4.34M 0.74%
20,624
+3,170
40
$4.34M 0.74%
41,939
-584
41
$4.12M 0.71%
27,609
-409
42
$3.86M 0.66%
65,111
+4,310
43
$3.78M 0.65%
32,523
+44
44
$3.77M 0.65%
195,384
+6,672
45
$3.67M 0.63%
20,165
-60
46
$3.5M 0.6%
8,513
+60
47
$3.43M 0.59%
18,121
+44
48
$3.42M 0.59%
167,247
+5,944
49
$3.4M 0.58%
162,765
+5,084
50
$3.4M 0.58%
135,261
+741
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