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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
$876M
AUM Growth
+$3.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$3.97M
3
+$1.42M
4
TCAF icon
T. Rowe Price Capital Appreciation Equity ETF
TCAF
+$1.32M
5
CGGR icon
Capital Group Growth ETF
CGGR
+$1.25M

Top Sells

1
+$13.4M
2
+$1.86M
3
+$1.07M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$723K
5
CGIC
Capital Group International Core Equity ETF
CGIC
+$496K

Sector Composition

1 Technology 6.8%
2 Financials 3.83%
3 Consumer Staples 3.27%
4 Consumer Discretionary 2.43%
5 Industrials 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ISRG icon
201
Intuitive Surgical
ISRG
$146B
$227K 0.03%
492
-952
ANET icon
202
Arista Networks
ANET
$206B
$225K 0.03%
+1,831
VIK icon
203
Viking Holdings
VIK
$41.2B
$224K 0.03%
+3,042
DE icon
204
Deere & Co
DE
$156B
$223K 0.03%
+396
APO icon
205
Apollo Global Management
APO
$77.2B
$220K 0.03%
+1,974
ENB icon
206
Enbridge
ENB
$123B
$220K 0.03%
+4,055
HAL icon
207
Halliburton
HAL
$33.1B
$217K 0.02%
+5,576
CLX icon
208
Clorox
CLX
$11.7B
$216K 0.02%
2,080
-1,013
DIS icon
209
Walt Disney
DIS
$174B
$215K 0.02%
2,236
+17
C icon
210
Citigroup
C
$238B
$215K 0.02%
1,892
+143
XPO icon
211
XPO
XPO
$26.8B
$213K 0.02%
+1,093
CVNA icon
212
Carvana
CVNA
$45.9B
$206K 0.02%
+3,270
GEHC icon
213
GE HealthCare
GEHC
$29.6B
$205K 0.02%
2,882
-396
FSK icon
214
FS KKR Capital
FSK
$3.1B
$163K 0.02%
15,968
+441
EOSE icon
215
Eos Energy Enterprises
EOSE
$2.06B
$89.7K 0.01%
18,087
-44,420
AUR icon
216
Aurora
AUR
$12B
$73.7K 0.01%
17,890
+490
ACN icon
217
Accenture
ACN
$105B
– –
-1,235
ACWI icon
218
iShares MSCI ACWI ETF
ACWI
$32.5B
– –
-5,113
AFG icon
219
American Financial Group
AFG
$11.1B
– –
-1,480
AIG icon
220
American International
AIG
$40.2B
– –
-3,238
CMG icon
221
Chipotle Mexican Grill
CMG
$41.3B
– –
-8,185
CVE icon
222
Cenovus Energy
CVE
$52.7B
– –
-10,724
GLD icon
223
SPDR Gold Trust
GLD
$139B
– –
-924
MSTR icon
224
Strategy Inc
MSTR
$43.8B
– –
-1,751
NOW icon
225
ServiceNow
NOW
$105B
– –
-1,648
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