SA
SRH Advisors Portfolio holdings
AUM
$329M
This Quarter Return
+5.91%
1 Year Return
+12.74%
3 Year Return
+40.91%
5 Year Return
+78.49%
10 Year Return
+146.7%
AUM
$188M
AUM Growth
+$188M
(-0%)
Cap. Flow
+$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
77.11%
Holding
294
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 10.71% |
| 2 | Consumer Staples | 3.36% |
| 3 | Technology | 2.4% |
| 4 | Utilities | 1.98% |
| 5 | Real Estate | 1.58% |
