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
$471M
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$5.83M
2
+$4.13M
3
+$2.9M
4
PEG icon
Public Service Enterprise Group
PEG
+$2.84M
5
CGXU icon
Capital Group International Focus Equity ETF
CGXU
+$2.18M

Top Sells

1
+$6.07M
2
+$3.74M
3
+$2.84M
4
NSC icon
Norfolk Southern
NSC
+$2.79M
5
TCHP icon
T. Rowe Price Blue Chip Growth ETF
TCHP
+$2.04M

Sector Composition

1 Technology 7.34%
2 Financials 6.38%
3 Consumer Staples 6.35%
4 Healthcare 5.8%
5 Consumer Discretionary 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.06M 0.65%
21,726
+277
52
$3.03M 0.64%
74,146
+2,714
53
$3.02M 0.64%
4,192
+111
54
$3.01M 0.64%
133,125
+22,446
55
$2.97M 0.63%
15,524
+318
56
$2.91M 0.62%
29,333
+187
57
$2.84M 0.6%
+45,505
58
$2.76M 0.59%
39,871
+703
59
$2.75M 0.58%
22,803
+730
60
$2.72M 0.58%
11,055
+223
61
$2.71M 0.58%
110,457
+19,833
62
$2.6M 0.55%
33,782
+2,084
63
$2.46M 0.52%
96,213
+23,193
64
$2.45M 0.52%
5,973
+3,461
65
$2.04M 0.43%
101,521
+5,538
66
$2.03M 0.43%
105,209
+5,933
67
$1.87M 0.4%
5,426
+12
68
$1.74M 0.37%
8,232
-3,702
69
$1.73M 0.37%
10,583
-490
70
$1.64M 0.35%
5,849
-290
71
$1.58M 0.34%
72,600
+106
72
$1.57M 0.33%
54,955
+2,544
73
$1.44M 0.31%
9,267
+296
74
$1.38M 0.29%
4,210
+60
75
$1.22M 0.26%
+13,284
1 2
3
4 5