SA

SRH Advisors Portfolio holdings

AUM $347M
1-Year Est. Return 7.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+7.82%
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
+$544K
2
+$116K
3
+$98.3K
4
OMAH
VistaShares Target 15 Berkshire Select Income ETF
OMAH
+$59.1K
5
CART icon
Maplebear
CART
+$58.7K

Top Sells

1
+$3.81M
2
+$2.04M
3
+$428K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$424K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$201K

Sector Composition

1 Financials 8.93%
2 Technology 2.05%
3 Consumer Staples 1.26%
4 Consumer Discretionary 0.89%
5 Utilities 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$84.9K 0.03%
405
102
$79.6K 0.02%
4,150
103
$74.2K 0.02%
650
104
$73.4K 0.02%
135
105
$71.9K 0.02%
370
106
$70.3K 0.02%
500
107
$68.6K 0.02%
245
108
$67K 0.02%
1,000
109
$66K 0.02%
822
110
$64.9K 0.02%
2,000
111
$64.5K 0.02%
500
112
$64K 0.02%
500
113
$63.8K 0.02%
200
114
$62.6K 0.02%
698
115
$61.9K 0.02%
+3,925
116
$61.1K 0.02%
+1,350
117
$61K 0.02%
550
118
$60.6K 0.02%
50
119
$59.9K 0.02%
+3,101
120
$58.4K 0.02%
200
121
$58.4K 0.02%
1,431
122
$57.7K 0.02%
109
123
$57.3K 0.02%
1,040
124
$56.9K 0.02%
240
125
$56.1K 0.02%
1,000
3 4
5
6 7