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
$13M
AUM Growth
+$275K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1 +$196K
2 +$76K
3 +$24K
4
FWONK icon
Liberty Media Series C
FWONK
+$23K
5
LSTR icon
Landstar System
LSTR
+$4K

Top Sells

1 +$207K
2 +$22.4K
3 +$13K
4
KSU
Kansas City Southern
KSU
+$9K
5
ALL icon
Allstate
ALL
+$6.25K

Sector Composition

1 Industrials 22.78%
2 Financials 19.08%
3 Technology 9.34%
4 Consumer Staples 8.48%
5 Healthcare 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$9K 0.07%
1,000
102
$8K 0.06%
340
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$8K 0.06%
158
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$8K 0.06%
87
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44
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190
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$8K 0.06%
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$7K 0.05%
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$7K 0.05%
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$7K 0.05%
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135
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500
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$6K 0.05%
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$6K 0.05%
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$5K 0.04%
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$5K 0.04%
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$5K 0.04%
40
+12
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$5K 0.04%
55
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$5K 0.04%
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$5K 0.04%
331
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$5K 0.04%
182