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
$230M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$2.02M
3
+$1.37M
4
PTON icon
Peloton Interactive
PTON
+$607K
5
LMND icon
Lemonade
LMND
+$558K

Top Sells

1
+$2.37M
2
+$458K
3
+$370K
4
T icon
AT&T
T
+$293K
5
SNX icon
TD Synnex
SNX
+$218K

Sector Composition

1 Technology 12.04%
2 Financials 10.63%
3 Consumer Staples 10.16%
4 Healthcare 8.63%
5 Communication Services 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.21M 0.53%
17,663
+603
52
$1.16M 0.51%
2,145
+35
53
$935K 0.41%
10,074
+242
54
$909K 0.4%
4,365
+40
55
$905K 0.39%
3,696
56
$883K 0.38%
2,751
+3
57
$823K 0.36%
1,646
+38
58
$792K 0.35%
48,319
-1,342
59
$763K 0.33%
9,031
+530
60
$746K 0.33%
8,150
+70
61
$725K 0.32%
2,750
+40
62
$714K 0.31%
4,407
+98
63
$710K 0.31%
3,051
+90
64
$675K 0.29%
3,242
+166
65
$674K 0.29%
4,280
+96
66
$671K 0.29%
4,741
-794
67
$667K 0.29%
69,153
+4,651
68
$659K 0.29%
3,069
+46
69
$654K 0.29%
2,943
+167
70
$630K 0.27%
3,460
-10
71
$624K 0.27%
3,091
72
$619K 0.27%
8,852
+203
73
$614K 0.27%
2,372
+67
74
$607K 0.26%
+4,000
75
$594K 0.26%
12,354
+195
1 2
3
4 5