SA
SRH Advisors Portfolio holdings
AUM
$329M
This Quarter Return
+12.34%
1 Year Return
+12.74%
3 Year Return
+40.91%
5 Year Return
+78.49%
10 Year Return
+146.7%
AUM
$40.2M
AUM Growth
+$40.2M
(+12%)
Cap. Flow
+$421K
Cap. Flow
% of AUM
1.05%
Top 10 Holdings %
Top 10 Hldgs %
52.87%
Holding
297
New
22
Increased
44
Reduced
32
Closed
9
Top Buys
| 1 |
Chevron
CVX
|
$116K |
| 2 |
Capitol Federal Financial
CFFN
|
$111K |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
$109K |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$91.1K |
| 5 |
Schwab US TIPS ETF
SCHP
|
$78K |
Top Sells
| 1 |
Xcel Energy
XEL
|
$133K |
| 2 |
Archer Daniels Midland
ADM
|
$80.5K |
| 3 |
Sempra
SRE
|
$47K |
| 4 |
Bank of Hawaii
BOH
|
$44.7K |
| 5 |
Allete
ALE
|
$38K |
Sector Composition
| 1 | Financials | 22.3% |
| 2 | Consumer Staples | 9.89% |
| 3 | Technology | 6.63% |
| 4 | Utilities | 3.38% |
| 5 | Industrials | 2.75% |
