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SFA

Souders Financial Advisors Portfolio holdings

AUM $876M
1-Year Est. Return 14.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$876M
AUM Growth
+$3.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$3.97M
3
+$1.42M
4
TCAF icon
T. Rowe Price Capital Appreciation Equity ETF
TCAF
+$1.32M
5
CGGR icon
Capital Group Growth ETF
CGGR
+$1.25M

Top Sells

1
+$13.4M
2
+$1.86M
3
+$1.07M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$723K
5
CGIC
Capital Group International Core Equity ETF
CGIC
+$496K

Sector Composition

1 Technology 6.8%
2 Financials 3.83%
3 Consumer Staples 3.27%
4 Consumer Discretionary 2.43%
5 Industrials 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PGR icon
101
Progressive
PGR
$119B
$929K 0.11%
4,687
+733
COST icon
102
Costco
COST
$436B
$899K 0.1%
902
+45
BIL icon
103
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.7B
$892K 0.1%
9,739
-5,366
TDG icon
104
TransDigm Group
TDG
$70.3B
$888K 0.1%
766
+73
FDX icon
105
FedEx
FDX
$80.7B
$879K 0.1%
+2,468
BITW
106
Bitwise 10 Crypto Index ETF
BITW
$602M
$849K 0.1%
+19,042
AEM icon
107
Agnico Eagle Mines
AEM
$81.3B
$802K 0.09%
3,953
+571
WELL icon
108
Welltower
WELL
$151B
$794K 0.09%
4,016
+347
MDLZ icon
109
Mondelez International
MDLZ
$80.9B
$789K 0.09%
13,686
+7,227
CRM icon
110
Salesforce
CRM
$136B
$785K 0.09%
4,207
+83
JNJ icon
111
Johnson & Johnson
JNJ
$580B
$783K 0.09%
3,204
+544
QQQ icon
112
Invesco QQQ Trust
QQQ
$479B
$778K 0.09%
1,348
-10
SHOP icon
113
Shopify
SHOP
$140B
$772K 0.09%
6,508
-466
NOC icon
114
Northrop Grumman
NOC
$78.2B
$767K 0.09%
1,124
+76
MDT icon
115
Medtronic
MDT
$103B
$763K 0.09%
8,806
+6,673
UNP icon
116
Union Pacific
UNP
$162B
$738K 0.08%
3,043
-317
ADP icon
117
Automatic Data Processing
ADP
$90.4B
$690K 0.08%
3,395
+260
CNQ icon
118
Canadian Natural Resources
CNQ
$94.5B
$687K 0.08%
14,108
+1,398
SCHA icon
119
Schwab U.S Small- Cap ETF
SCHA
$23.4B
$687K 0.08%
23,629
-7,476
SHW icon
120
Sherwin-Williams
SHW
$78.3B
$681K 0.08%
2,124
-141
VZ icon
121
Verizon
VZ
$201B
$668K 0.08%
13,309
-1,851
KLAC icon
122
KLA
KLAC
$332B
$659K 0.08%
447
+11
JMST icon
123
JPMorgan Ultra-Short Municipal Income ETF
JMST
$6.45B
$655K 0.07%
12,842
+1,824
ORCL icon
124
Oracle
ORCL
$530B
$638K 0.07%
4,334
+768
LOW icon
125
Lowe's Companies
LOW
$124B
$620K 0.07%
2,623
+89
3 4
5
6 7