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
$82.1M
AUM Growth
+$1.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Sells

1 +$227K
2 +$182K
3 +$153K
4
MSFT icon
Microsoft
MSFT
+$93.6K
5
PFE icon
Pfizer
PFE
+$55.9K

Sector Composition

1 Financials 20.25%
2 Consumer Staples 7.88%
3 Technology 5.05%
4 Utilities 4.62%
5 Real Estate 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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+52