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
$523M
AUM Growth
+$52.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Sells

1 +$2.75M
2 +$2.4M
3 +$2.28M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2M
5
CGGR icon
Capital Group Growth ETF
CGGR
+$1.47M

Sector Composition

1 Technology 7.42%
2 Consumer Staples 5.71%
3 Financials 5.66%
4 Healthcare 5.53%
5 Consumer Discretionary 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-1,885
152
-1,686
153
-6,080