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
101
$884K 0.13%
1,625
+22
102
$853K 0.13%
3,512
+36
103
$847K 0.13%
4,831
-5
104
$820K 0.12%
2,747
+16
105
$817K 0.12%
16,819
+3,997
106
$801K 0.12%
+762
107
$761K 0.11%
11,522
+370
108
$760K 0.11%
4,392
+59
109
$755K 0.11%
11,384
-520
110
$752K 0.11%
3,148
+21
111
$721K 0.11%
4,758
-10
112
$673K 0.1%
1,436
+37
113
$671K 0.1%
5,808
+67
114
$602K 0.09%
5,942
+514
115
$576K 0.09%
12,122
-4,654
116
$573K 0.09%
1,195
-70
117
$567K 0.09%
3,435
-170
118
$562K 0.08%
3,242
-115
119
$545K 0.08%
10,737
+1,691
120
$543K 0.08%
2,462
+30
121
$512K 0.08%
1,371
+1
122
$501K 0.08%
2,518
+21
123
$497K 0.08%
25,209
+950
124
$496K 0.07%
4,305
+230
125
$484K 0.07%
2,332
+17
3 4
5
6 7