SA
SRH Advisors Portfolio holdings
AUM
$329M
This Quarter Return
-0.64%
1 Year Return
+12.74%
3 Year Return
+40.91%
5 Year Return
+78.49%
10 Year Return
+146.7%
AUM
$90.1M
AUM Growth
+$90.1M
(+2.4%)
Cap. Flow
+$6.74M
Cap. Flow
% of AUM
7.48%
Top 10 Holdings %
Top 10 Hldgs %
48.75%
Holding
319
New
7
Increased
33
Reduced
15
Closed
9
Top Buys
| 1 |
Schwab US Broad Market ETF
SCHB
|
$3.21M |
| 2 |
Berkshire Hathaway Class A
BRK.A
|
$2.64M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
$213K |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$141K |
| 5 |
Intel
INTC
|
$137K |
Top Sells
| 1 |
Chevron
CVX
|
$130K |
| 2 |
Walt Disney
DIS
|
$101K |
| 3 |
Rivian
RIVN
|
$40K |
| 4 |
OPI
Office Properties Income Trust
OPI
|
$28.1K |
| 5 |
ConocoPhillips
COP
|
$25.1K |
Sector Composition
| 1 | Financials | 21.9% |
| 2 | Consumer Staples | 7.72% |
| 3 | Technology | 5.51% |
| 4 | Utilities | 4.63% |
| 5 | Real Estate | 2.71% |
