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
$584M
AUM Growth
+$63.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$7.92M
3
+$6.19M
4
PCG icon
PG&E
PCG
+$3.07M
5
PG icon
Procter & Gamble
PG
+$2.37M

Top Sells

1
+$16.5M
2
+$6.9M
3
+$2.55M
4
AAPL icon
Apple
AAPL
+$1.19M
5
UPS icon
United Parcel Service
UPS
+$1.05M

Sector Composition

1 Technology 7.53%
2 Financials 5.49%
3 Consumer Staples 5.33%
4 Healthcare 4.68%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.43M 0.25%
6,203
+3,041
77
$1.4M 0.24%
27,449
+6,270
78
$1.4M 0.24%
23,068
-556
79
$1.35M 0.23%
5,438
+60
80
$1.3M 0.22%
13,394
+1,949
81
$1.16M 0.2%
1,949
-13
82
$1.14M 0.19%
1,501
-6
83
$1.11M 0.19%
2,364
+4
84
$1.07M 0.18%
23,400
-350
85
$1.04M 0.18%
+3,529
86
$1.04M 0.18%
6,627
-448
87
$1.01M 0.17%
20,027
+4,307
88
$1.01M 0.17%
37,189
+10,614
89
$990K 0.17%
9,079
-3,707
90
$956K 0.16%
7,035
-721
91
$917K 0.16%
11,767
-87
92
$878K 0.15%
6,285
+77
93
$862K 0.15%
11,616
+119
94
$856K 0.15%
1,800
+335
95
$851K 0.15%
2,729
-357
96
$851K 0.15%
8,184
+143
97
$847K 0.14%
14,366
-4,073
98
$839K 0.14%
16,940
+8,630
99
$830K 0.14%
1,258
+25
100
$827K 0.14%
6,838
-360
2 3
4
5 6