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SFA

Souders Financial Advisors Portfolio holdings

AUM $876M
1-Year Est. Return 14.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.44%
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 Buys

1
+$11.4M
2
+$6.64M
3
+$3.9M
4
SCHY icon
Schwab International Dividend Equity ETF
SCHY
+$3.83M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.31M

Top Sells

1
+$2.75M
2
+$2.51M
3
+$2.39M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.89M
5
CGGR icon
Capital Group Growth ETF
CGGR
+$1.36M

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
– –
-6,080
152
– –
-22,803
153
– –
-1,885
3 4 5 6
7