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
$663M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$3.07M
3
+$2.87M
4
URI icon
United Rentals
URI
+$2.78M
5
CGCP icon
Capital Group Core Plus Income ETF
CGCP
+$1.23M

Top Sells

1
+$3.51M
2
+$3.29M
3
+$3.02M
4
EL icon
Estee Lauder
EL
+$3M
5
ADBE icon
Adobe
ADBE
+$948K

Sector Composition

1 Technology 8.01%
2 Healthcare 5.5%
3 Financials 5.15%
4 Consumer Staples 4.76%
5 Industrials 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.5M 0.23%
23,918
+568
77
$1.38M 0.21%
1,350
-12
78
$1.37M 0.21%
27,371
+2,095
79
$1.36M 0.2%
1,597
+34
80
$1.27M 0.19%
6,445
-203
81
$1.26M 0.19%
7,232
-166
82
$1.24M 0.19%
17,030
+6,396
83
$1.23M 0.19%
1,824
+414
84
$1.22M 0.18%
3,657
+29
85
$1.22M 0.18%
9,826
+1,810
86
$1.2M 0.18%
44,515
+6,326
87
$1.17M 0.18%
17,291
-9,989
88
$1.16M 0.17%
6,358
+267
89
$1.16M 0.17%
7,393
-2,605
90
$1.14M 0.17%
+5,356
91
$1.11M 0.17%
5,616
+70
92
$1.08M 0.16%
4,220
-1,233
93
$1.04M 0.16%
+9,414
94
$1.03M 0.16%
10,321
-2,076
95
$1.03M 0.16%
4,018
+3,267
96
$1.01M 0.15%
789
+22
97
$1M 0.15%
24,273
+4,832
98
$972K 0.15%
7,354
-237
99
$917K 0.14%
16,185
+1,963
100
$917K 0.14%
7,286
-242
2 3
4
5 6