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
$329M
AUM Growth
+$4.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1 +$576K
2 +$125K
3 +$103K
4
LYFT icon
Lyft
LYFT
+$61.9K
5
CART icon
Maplebear
CART
+$61.1K

Top Sells

1 +$3.64M
2 +$2.2M
3 +$522K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$431K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$217K

Sector Composition

1 Financials 8.93%
2 Technology 2.05%
3 Consumer Staples 1.26%
4 Consumer Discretionary 0.89%
5 Utilities 0.71%