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
$175M
AUM Growth
+$61.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$6.91M
2
+$4.33M
3
+$2.78M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.58M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.24M

Top Sells

1
+$2.98M
2
+$2.21M
3
+$1.26M
4
ENB icon
Enbridge
ENB
+$1.1M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.1M

Sector Composition

1 Technology 12.41%
2 Consumer Staples 10.12%
3 Financials 10.11%
4 Healthcare 9.96%
5 Communication Services 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-6,810
102
– –
-15,623
103
– –
-98
104
– –
-5,101
105
– –
-4,276
106
– –
-3,040
1 2 3 4
5