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
$315M
AUM Growth
+$29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1 +$7.29M
2 +$4.23M
3 +$256K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$116K
5
FWRD icon
Forward Air
FWRD
+$93.3K

Sector Composition

1 Financials 8.47%
2 Consumer Staples 2.07%
3 Technology 1.97%
4 Communication Services 0.72%
5 Utilities 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
-40