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
$346M
AUM Growth
-$2.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$3.3M
2 +$2.23M
3 +$2.06M
4
HON icon
Honeywell
HON
+$1.62M
5
HD icon
Home Depot
HD
+$1.56M

Top Sells

1 +$3.24M
2 +$3.2M
3 +$2.84M
4
APD icon
Air Products & Chemicals
APD
+$2.79M
5
ATVI
Activision Blizzard
ATVI
+$947K

Sector Composition

1 Technology 11.48%
2 Financials 10.98%
3 Consumer Staples 7.2%
4 Healthcare 7.13%
5 Consumer Discretionary 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-15,867
152
-11,518
153
-14,228