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
126
$55.1K 0.02%
252
127
$55K 0.02%
2,600
+12
128
$54.9K 0.02%
797
129
$51.5K 0.02%
1,620
130
$48.3K 0.01%
169
131
$47.1K 0.01%
500
132
$45.9K 0.01%
207
133
$44.5K 0.01%
468
134
$42.2K 0.01%
2,325
135
$41.4K 0.01%
500
136
$40.8K 0.01%
11
137
$39.6K 0.01%
40
138
$39K 0.01%
3,500
139
$38.8K 0.01%
200
140
$37K 0.01%
205
+85
141
$36.7K 0.01%
400
142
$36.6K 0.01%
290
143
$36.5K 0.01%
113
144
$35.7K 0.01%
299
145
$35K 0.01%
250
146
$33.8K 0.01%
1,250
-700
147
$33.7K 0.01%
42
148
$33.6K 0.01%
800
149
$33.2K 0.01%
500
150
$28.9K 0.01%
124
4 5
6
7 8