SA

SRH Advisors Portfolio holdings

AUM $347M
1-Year Est. Return 7.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+7.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$329M
AUM Growth
+$4.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$544K
2
+$116K
3
+$98.3K
4
OMAH
VistaShares Target 15 Berkshire Select Income ETF
OMAH
+$59.1K
5
CART icon
Maplebear
CART
+$58.7K

Top Sells

1
+$3.81M
2
+$2.04M
3
+$428K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$424K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$201K

Sector Composition

1 Financials 8.93%
2 Technology 2.05%
3 Consumer Staples 1.26%
4 Consumer Discretionary 0.89%
5 Utilities 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.17K ﹤0.01%
510
227
$7.03K ﹤0.01%
39
228
$6.82K ﹤0.01%
52
229
$6.79K ﹤0.01%
313
230
$6.58K ﹤0.01%
22
231
$6.43K ﹤0.01%
27
232
$6.31K ﹤0.01%
47
233
$6.07K ﹤0.01%
34
234
$5.71K ﹤0.01%
16
235
$5.68K ﹤0.01%
46
236
$5.33K ﹤0.01%
121
237
$4.87K ﹤0.01%
36
238
$4.46K ﹤0.01%
17
239
$4.32K ﹤0.01%
19
240
$4.2K ﹤0.01%
17
241
$4.1K ﹤0.01%
138
242
$4.05K ﹤0.01%
184
243
$3.9K ﹤0.01%
24
244
$3.54K ﹤0.01%
34
245
$3.36K ﹤0.01%
164
246
$3.2K ﹤0.01%
248
247
$3.18K ﹤0.01%
20
248
$3.17K ﹤0.01%
95
249
$2.81K ﹤0.01%
100
250
$2.8K ﹤0.01%
54
7 8 9
10
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