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
$230M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$2.02M
3
+$1.37M
4
PTON icon
Peloton Interactive
PTON
+$607K
5
LMND icon
Lemonade
LMND
+$558K

Top Sells

1
+$2.37M
2
+$458K
3
+$370K
4
T icon
AT&T
T
+$293K
5
SNX icon
TD Synnex
SNX
+$218K

Sector Composition

1 Technology 12.04%
2 Financials 10.63%
3 Consumer Staples 10.16%
4 Healthcare 8.63%
5 Communication Services 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$585K 0.25%
12,568
+272
77
$582K 0.25%
7,034
78
$570K 0.25%
2,645
-826
79
$558K 0.24%
+4,553
80
$554K 0.24%
1,686
-3
81
$485K 0.21%
2,278
+10
82
$476K 0.21%
+1,743
83
$463K 0.2%
8,659
+301
84
$457K 0.2%
1,944
+393
85
$414K 0.18%
247
-21
86
$402K 0.18%
15,909
+1,362
87
$380K 0.17%
+9,500
88
$379K 0.17%
2,359
89
$375K 0.16%
6,835
-732
90
$362K 0.16%
967
+30
91
$360K 0.16%
11,889
92
$356K 0.16%
4,060
-320
93
$349K 0.15%
1,517
+35
94
$302K 0.13%
2,670
-670
95
$282K 0.12%
1,557
+2
96
$275K 0.12%
6,708
-25
97
$265K 0.12%
2,469
98
$259K 0.11%
2,379
99
$249K 0.11%
1,073
100
$223K 0.1%
1,147
+2
1 2 3
4
5