SFA

Souders Financial Advisors Portfolio holdings

AUM $841M
1-Year Est. Return 12.85%
This Quarter Est. Return
1 Year Est. Return
+12.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$716M
AUM Growth
+$331K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$9.63M
2
+$8.87M
3
+$8.07M
4
VTV icon
Vanguard Value ETF
VTV
+$5.78M
5
CGXU icon
Capital Group International Focus Equity ETF
CGXU
+$5.11M

Top Sells

1
+$8.31M
2
+$3.77M
3
+$3.28M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.14M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.07M

Sector Composition

1 Technology 5.91%
2 Financials 4.52%
3 Consumer Staples 4.15%
4 Healthcare 2.99%
5 Industrials 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.39M 0.33%
2,890
-78
52
$2.22M 0.31%
7,109
-3,185
53
$2.22M 0.31%
4,763
-2,653
54
$2.2M 0.31%
34,777
-23,488
55
$2.14M 0.3%
8,783
-4,868
56
$1.94M 0.27%
7,304
-886
57
$1.92M 0.27%
6,163
-4,633
58
$1.86M 0.26%
6,913
+2,732
59
$1.8M 0.25%
71,975
-74
60
$1.75M 0.24%
3,196
-73
61
$1.66M 0.23%
18,141
+572
62
$1.65M 0.23%
10,672
+2,543
63
$1.62M 0.23%
78,221
-125,693
64
$1.61M 0.22%
9,141
-6,780
65
$1.57M 0.22%
22,159
+298
66
$1.56M 0.22%
66,737
-354,543
67
$1.52M 0.21%
2,994
-259
68
$1.52M 0.21%
12,443
+86
69
$1.51M 0.21%
6,407
-5,088
70
$1.51M 0.21%
32,011
-28,037
71
$1.5M 0.21%
30,153
+173
72
$1.43M 0.2%
15,380
-2,060
73
$1.41M 0.2%
8,873
+1,846
74
$1.36M 0.19%
3,138
+194
75
$1.34M 0.19%
5,171
-190
1 2
3
4 5