SA
SRH Advisors Portfolio holdings
AUM
$329M
This Quarter Return
+7.19%
1 Year Return
+12.74%
3 Year Return
+40.91%
5 Year Return
+78.49%
10 Year Return
+146.7%
AUM
$180M
AUM Growth
+$180M
(+135%)
Cap. Flow
+$97M
Cap. Flow
% of AUM
53.82%
Top 10 Holdings %
Top 10 Hldgs %
76.57%
Holding
326
New
6
Increased
31
Reduced
31
Closed
23
Top Buys
| 1 |
SRH US Quality ETF
SRHQ
|
$97.8M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$396K |
| 3 |
Microsoft
MSFT
|
$84.4K |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$75.7K |
| 5 |
Meta Platforms (Facebook)
META
|
$60K |
Top Sells
Sector Composition
| 1 | Financials | 11.37% |
| 2 | Consumer Staples | 3.49% |
| 3 | Technology | 2.12% |
| 4 | Utilities | 1.99% |
| 5 | Real Estate | 1.59% |