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
$521M
AUM Growth
-$2.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$2.79M
3
+$2.65M
4
ARMK icon
Aramark
ARMK
+$2.59M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.58M

Top Sells

1
+$2.01M
2
+$1.28M
3
+$1.24M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.08M
5
MPC icon
Marathon Petroleum
MPC
+$750K

Sector Composition

1 Technology 7.07%
2 Financials 5.5%
3 Consumer Staples 5.44%
4 Healthcare 5.06%
5 Consumer Discretionary 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-2,048
152
– –
-208
153
– –
-6,286
154
– –
-6,436
155
– –
-7,163
156
– –
-3,990
3 4 5 6
7