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
$343M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1 +$1.42M
2 +$325K
3 +$218K
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$155K
5
DKNG icon
DraftKings
DKNG
+$121K

Top Sells

1 +$457K
2 +$196K
3 +$152K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$115K
5
EQBK icon
Equity Bancshares
EQBK
+$85.2K

Sector Composition

1 Financials 9.33%
2 Technology 2.11%
3 Consumer Staples 1.15%
4 Consumer Discretionary 0.98%
5 Utilities 0.71%