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
$663M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$3.07M
3
+$2.87M
4
URI icon
United Rentals
URI
+$2.78M
5
CGCP icon
Capital Group Core Plus Income ETF
CGCP
+$1.23M

Top Sells

1
+$3.51M
2
+$3.29M
3
+$3.02M
4
EL icon
Estee Lauder
EL
+$3M
5
ADBE icon
Adobe
ADBE
+$948K

Sector Composition

1 Technology 8.01%
2 Healthcare 5.5%
3 Financials 5.15%
4 Consumer Staples 4.76%
5 Industrials 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.59M 0.54%
138,489
+2,514
52
$3.58M 0.54%
18,385
+450
53
$3.56M 0.54%
99,999
+1,489
54
$3.48M 0.53%
22,408
+496
55
$3.42M 0.52%
28,994
+43
56
$3.39M 0.51%
21,314
+18,079
57
$3.28M 0.49%
187,816
+5,966
58
$3.24M 0.49%
85,421
+2,721
59
$3.14M 0.47%
25,441
+4,261
60
$3.14M 0.47%
6,219
+250
61
$3.13M 0.47%
80,052
+3,023
62
$3.13M 0.47%
4,135
+152
63
$3.07M 0.46%
+11,919
64
$2.91M 0.44%
3,209
-30
65
$2.78M 0.42%
+4,295
66
$2.73M 0.41%
150,062
+7,355
67
$2.56M 0.39%
128,428
+5,921
68
$2.02M 0.3%
21,980
+3,213
69
$1.79M 0.27%
3,294
+975
70
$1.6M 0.24%
3,593
+15
71
$1.6M 0.24%
40,121
+60
72
$1.59M 0.24%
3,522
-254
73
$1.59M 0.24%
6,358
+78
74
$1.59M 0.24%
71,421
-1,320
75
$1.58M 0.24%
22,369
-664
1 2
3
4 5