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
126
$452K 0.07%
1,016
+16
127
$434K 0.07%
8,690
+651
128
$421K 0.06%
1,036
+77
129
$414K 0.06%
3,031
+10
130
$409K 0.06%
4,932
+92
131
$401K 0.06%
919
-1
132
$394K 0.06%
2,248
+16
133
$388K 0.06%
60,900
134
$379K 0.06%
11,332
+79
135
$377K 0.06%
+9,711
136
$373K 0.06%
12,846
+3,595
137
$372K 0.06%
+6,714
138
$354K 0.05%
5,565
-8,628
139
$337K 0.05%
408
-7
140
$321K 0.05%
1,417
+27
141
$315K 0.05%
7,525
142
$309K 0.05%
2,112
+48
143
$303K 0.05%
4,118
-30
144
$287K 0.04%
+6,866
145
$287K 0.04%
+8,809
146
$269K 0.04%
4,559
+55
147
$266K 0.04%
11,682
-982
148
$258K 0.04%
8,904
+68
149
$258K 0.04%
1,308
+7
150
$244K 0.04%
5,875
-955
3 4 5
6
7