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
126
$225K 0.07%
3,833
-106
127
$220K 0.07%
1,703
-117
128
$217K 0.07%
10,622
+478
129
$209K 0.07%
906
130
$206K 0.07%
+360
131
$204K 0.07%
+1,661
132
$201K 0.06%
+3,355
133
$200K 0.06%
11,281
-2,265
134
$62K 0.02%
1,012
135
$43K 0.01%
15,075
136
– –
-3,502
137
– –
-2,231
138
– –
-1,451
139
– –
-2,244
140
– –
-9,949
141
– –
-3,116
142
– –
-83,821
143
– –
-2,020
2 3 4 5
6