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SRH Advisors Portfolio holdings
AUM
$392M
1-Year Est. Return
18.62%
This Fund
S&P 500
This Quarter
Est. Return
+6.71%
1 Year Est. Return
+18.62%
3 Year Est. Return
+51%
5 Year Est. Return
+50.65%
10 Year Est. Return
+171.36%
AUM
$10.2M
AUM Growth
–
Cap. Flow
+$9.85M
Cap. Flow
% of AUM
97.01%
Top 10 Holdings %
Top 10 Hldgs %
50.77%
Holding
152
New
152
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$1.24M |
| 2 |
TW
TOWERS WATSON & CO COM STK CL A (DE)
TW
|
+$638K |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
+$520K |
| 4 |
Walmart Inc
WMT
|
+$480K |
| 5 |
IBM
IBM
|
+$478K |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 21.49% |
| 2 | Industrials | 13.18% |
| 3 | Consumer Staples | 10.74% |
| 4 | Technology | 8.34% |
| 5 | Healthcare | 4.94% |
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WSC
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HBWM
BWM
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SRH Advisors's Q4 2013 Portfolio in Review
Q4 2013 is the first quarter with a 13F filing on record for SRH Advisors, which disclosed 152 positions worth $10.2M. Its ten largest holdings account for 51% of the portfolio.
Its largest position is Berkshire Hathaway Class B: 10,754 shares worth $1.27M.
By sector, the portfolio is most concentrated in Financials at 21% of assets, followed by Industrials and Consumer Staples.
- SRH Advisors's largest Q4 2013 buy was Berkshire Hathaway Class B: 10,754 shares worth $1.27M.
- SRH Advisors's ten largest holdings make up 51% of its $10.2M portfolio in Q4 2013.
- SRH Advisors disclosed 152 positions in Q4 2013, its first 13F filing on record.
Based on SRH Advisors's 13F filing for Q4 2013, filed 14 Feb 2014.