SFA
Souders Financial Advisors Portfolio holdings
AUM
$786M
1-Year Est. Return
13.91%
1 Year Est. Return
+13.91%
AUM
$786M
AUM Growth
+$69.3M
(+9.7%)
Holding
208
Top Buys
| 1 | +$3.54M | |
| 2 | +$3.23M | |
| 3 | +$3.01M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$1.93M |
| 5 |
Capital Group Core Equity ETF
CGUS
|
+$1.9M |
Top Sells
| 1 | +$1.01M | |
| 2 | +$984K | |
| 3 | +$888K | |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
+$708K |
| 5 |
AbbVie
ABBV
|
+$651K |
Sector Composition
| 1 | Technology | 6.6% |
| 2 | Financials | 4.33% |
| 3 | Consumer Staples | 3.49% |
| 4 | Industrials | 2.58% |
| 5 | Consumer Discretionary | 2.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Airbnb
ABNB
$78.7B
| – | – |
-1,830
|
|
||
202
American Financial Group
AFG
$10.9B
| – | – |
-1,984
|
|
||
203
CSX Corp
CSX
$66B
| – | – |
-11,207
|
|
||
|
DFS
204
DELISTED
Discover Financial Services
DFS
| – | – |
-1,298
|
|
||
205
FedEx
FDX
$59.2B
| – | – |
-853
|
|
||
206
GE HealthCare
GEHC
$36.2B
| – | – |
-2,990
|
|
||
207
Pfizer
PFE
$139B
| – | – |
-9,292
|
|
||
208
Regeneron Pharmaceuticals
REGN
$68.3B
| – | – |
-414
|
|