SA

SRH Advisors Portfolio holdings

AUM $343M
1-Year Est. Return 6.02%
This Quarter Est. Return
1 Year Est. Return
+6.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$36M
AUM Growth
+$4.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$2.48M
3
+$1.25M
4
WFC icon
Wells Fargo
WFC
+$1.13M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$571K

Top Sells

1
+$105K
2
+$49K
3
+$31.4K
4
BND icon
Vanguard Total Bond Market
BND
+$6K
5
GS icon
Goldman Sachs
GS
+$4.85K

Sector Composition

1 Financials 24.06%
2 Consumer Staples 10.57%
3 Technology 5.77%
4 Utilities 4.5%
5 Industrials 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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