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
$17M
AUM Growth
+$1.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Sells

1 +$217K
2 +$68K
3 +$53.9K
4
NSC icon
Norfolk Southern
NSC
+$46K
5
TEI
Templeton Emerging Markets Income Fund
TEI
+$37K

Sector Composition

1 Industrials 17.25%
2 Financials 14%
3 Utilities 8.01%
4 Consumer Staples 6.53%
5 Technology 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$0 ﹤0.01%
12
277
$0 ﹤0.01%
14
278
$0 ﹤0.01%
20
279
$0 ﹤0.01%
+8
280
-187