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
51
$543K 0.48%
+6,719
52
$536K 0.47%
+3,094
53
$524K 0.46%
+7,187
54
$522K 0.46%
+3,360
55
$486K 0.43%
+6,712
56
$465K 0.41%
+2,812
57
$463K 0.41%
+7,789
58
$447K 0.39%
+6,088
59
$444K 0.39%
+58,535
60
$437K 0.39%
+1,784
61
$413K 0.36%
+4,276
62
$410K 0.36%
+2,650
63
$404K 0.36%
+6,810
64
$402K 0.35%
+1,263
65
$389K 0.34%
+43,361
66
$378K 0.33%
+3,814
67
$359K 0.32%
+2,486
68
$358K 0.32%
+2,020
69
$353K 0.31%
+9,324
70
$348K 0.31%
+3,766
71
$324K 0.29%
+26,960
72
$299K 0.26%
+3,614
73
$286K 0.25%
+12,970
74
$271K 0.24%
+5,420
75
$248K 0.22%
+6,407
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