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
$188M
AUM Growth
+$7.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1 +$3.27M
2 +$119K
3 +$83.9K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$69.9K
5
INTC icon
Intel
INTC
+$52.2K

Sector Composition

1 Financials 10.71%
2 Consumer Staples 3.36%
3 Technology 2.4%
4 Utilities 1.98%
5 Real Estate 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$7K ﹤0.01%
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$6K ﹤0.01%
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$6K ﹤0.01%
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$5K ﹤0.01%
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1,910
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$5K ﹤0.01%
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27
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$4K ﹤0.01%
+100
250
$4K ﹤0.01%
37