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
$718M
AUM Growth
+$54.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$5.33M
3
+$4.96M
4
CGCP icon
Capital Group Core Plus Income ETF
CGCP
+$3.79M
5
FCX icon
Freeport-McMoran
FCX
+$3.7M

Top Sells

1
+$11.4M
2
+$4.76M
3
+$4.08M
4
COP icon
ConocoPhillips
COP
+$3.2M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.97M

Sector Composition

1 Technology 7.67%
2 Healthcare 5.32%
3 Financials 5.15%
4 Industrials 5.04%
5 Consumer Staples 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-1,371
177
– –
-7,354
178
– –
-25,209
179
– –
-5,808
180
– –
-4,831
4 5 6 7
8