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
$471M
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$5.83M
2
+$4.13M
3
+$2.9M
4
PEG icon
Public Service Enterprise Group
PEG
+$2.84M
5
CGXU icon
Capital Group International Focus Equity ETF
CGXU
+$2.18M

Top Sells

1
+$6.07M
2
+$3.74M
3
+$2.84M
4
NSC icon
Norfolk Southern
NSC
+$2.79M
5
TCHP icon
T. Rowe Price Blue Chip Growth ETF
TCHP
+$2.04M

Sector Composition

1 Technology 7.34%
2 Financials 6.38%
3 Consumer Staples 6.35%
4 Healthcare 5.8%
5 Consumer Discretionary 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-1,043
152
– –
-19,184
153
– –
-35,016
154
– –
-10,096
155
– –
-37,862
156
– –
-11,310
157
– –
-9,985
158
– –
-9,151
159
– –
-4,322
3 4 5 6
7