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
$310M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$860K
3
+$816K
4
SGEN
Seagen Inc. Common Stock
SGEN
+$783K
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$699K

Top Sells

1
+$849K
2
+$830K
3
+$794K
4
CPAY icon
Corpay
CPAY
+$517K
5
LU icon
Lufax Holding
LU
+$450K

Sector Composition

1 Financials 11%
2 Technology 10.63%
3 Healthcare 8.2%
4 Consumer Staples 6.88%
5 Communication Services 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$505K 0.16%
2,489
102
$476K 0.15%
1,109
+12
103
$468K 0.15%
9,341
+564
104
$467K 0.15%
12,777
+537
105
$439K 0.14%
5,048
+122
106
$412K 0.13%
6,152
+303
107
$333K 0.11%
198
-25
108
$316K 0.1%
5,484
-1,805
109
$311K 0.1%
1,139
110
$311K 0.1%
870
+20
111
$311K 0.1%
1,585
+16
112
$305K 0.1%
6,690
113
$300K 0.1%
402
+72
114
$295K 0.1%
5,616
-134
115
$287K 0.09%
2,659
+175
116
$286K 0.09%
7,066
+16
117
$282K 0.09%
+1,082
118
$281K 0.09%
5,168
+10
119
$273K 0.09%
1,614
+5
120
$269K 0.09%
3,689
+138
121
$259K 0.08%
1,461
122
$246K 0.08%
4,133
123
$242K 0.08%
1,091
-15
124
$240K 0.08%
1,090
125
$234K 0.08%
1,064
+92
2 3 4
5
6