SFA

Souders Financial Advisors Portfolio holdings

AUM $841M
1-Year Est. Return 12.85%
This Quarter Est. Return
1 Year Est. Return
+12.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$716M
AUM Growth
-$1.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$9.12M
3
+$6.98M
4
CGIC
Capital Group International Core Equity ETF
CGIC
+$3.96M
5
CGNG
Capital Group New Geography Equity ETF
CGNG
+$3.95M

Top Sells

1
+$9.28M
2
+$2.92M
3
+$1.75M
4
JPM icon
JPMorgan Chase
JPM
+$1.72M
5
GE icon
GE Aerospace
GE
+$1.42M

Sector Composition

1 Technology 7.27%
2 Financials 4.99%
3 Consumer Staples 4.01%
4 Industrials 3.68%
5 Healthcare 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-4,941
177
– –
-6,374
178
– –
-8,809
179
– –
-10,000
180
– –
-7,243
181
– –
-6,866
182
– –
-4,191
183
– –
-113
184
– –
-9,711
4 5 6 7
8