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
$13M
AUM Growth
+$275K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$196K
2
+$76K
3
+$24K
4
FWONK icon
Liberty Media Series C
FWONK
+$23K
5
LSTR icon
Landstar System
LSTR
+$4K

Top Sells

1
+$207K
2
+$22.4K
3
+$13K
4
KSU
Kansas City Southern
KSU
+$9K
5
ALL icon
Allstate
ALL
+$6.25K

Sector Composition

1 Industrials 22.78%
2 Financials 19.08%
3 Technology 9.34%
4 Consumer Staples 8.48%
5 Healthcare 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
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$0 ﹤0.01%
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255
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256
$0 ﹤0.01%
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257
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258
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259
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-29
260
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-81
261
$0 ﹤0.01%
27
7 8 9 10
11