SFA
Souders Financial Advisors Portfolio holdings
AUM
$786M
This Quarter Return
-14.98%
1 Year Return
+13.91%
3 Year Return
+49.31%
5 Year Return
+87.49%
10 Year Return
–
AUM
$113M
AUM Growth
–
Cap. Flow
+$113M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
49.61%
Holding
93
New
93
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$12.3M |
| 2 |
Procter & Gamble
PG
|
$8.85M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$7.46M |
| 4 |
Apple
AAPL
|
$6.22M |
| 5 |
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% |
