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
$584M
AUM Growth
+$63.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$7.92M
3
+$6.19M
4
PCG icon
PG&E
PCG
+$3.07M
5
PG icon
Procter & Gamble
PG
+$2.37M

Top Sells

1
+$16.5M
2
+$6.9M
3
+$2.55M
4
AAPL icon
Apple
AAPL
+$1.19M
5
UPS icon
United Parcel Service
UPS
+$1.05M

Sector Composition

1 Technology 7.53%
2 Financials 5.49%
3 Consumer Staples 5.33%
4 Healthcare 4.68%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$413K 0.07%
11,900
+38
127
$404K 0.07%
20,237
+2,380
128
$400K 0.07%
2,513
-444
129
$388K 0.07%
68,433
-11,058
130
$384K 0.07%
3,839
-2
131
$378K 0.06%
807
-104
132
$371K 0.06%
2,566
+52
133
$366K 0.06%
15,714
-705,774
134
$360K 0.06%
1,010
+2
135
$351K 0.06%
7,680
+75
136
$345K 0.06%
1,405
+1
137
$343K 0.06%
4,349
+120
138
$341K 0.06%
3,351
+4
139
$338K 0.06%
1,003
-13
140
$338K 0.06%
+2,244
141
$324K 0.06%
11,240
+777
142
$310K 0.05%
+1,731
143
$296K 0.05%
5,898
+49
144
$288K 0.05%
4,191
+14
145
$288K 0.05%
7,525
146
$285K 0.05%
1,386
+3
147
$256K 0.04%
+2,664
148
$250K 0.04%
+4,560
149
$239K 0.04%
+411
150
$231K 0.04%
8,765
+70
3 4 5
6
7