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
$113M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$8.85M
3
+$7.46M
4
AAPL icon
Apple
AAPL
+$6.22M
5
VIG icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$247K 0.22%
+5,847
77
$245K 0.22%
+3,040
78
$243K 0.21%
+1,722
79
$232K 0.2%
+901
80
$231K 0.2%
+7,659
81
$227K 0.2%
+11,868
82
$207K 0.18%
+2,406
83
$202K 0.18%
+3,480
84
$202K 0.18%
+9,638
85
$202K 0.18%
+9,521
86
$166K 0.15%
+15,623
87
$149K 0.13%
+14,501
88
$95K 0.08%
+2,406
89
$50K 0.04%
+1,006
90
$37K 0.03%
+2,139
91
$36K 0.03%
+10,158
92
$19K 0.02%
+12,525
93
$3K ﹤0.01%
+98
1 2 3
4