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
$12.5M
AUM Growth
+$2.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1 +$1.98M
2 +$227K
3 +$194K
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$181K
5
IYY icon
iShares Dow Jones US ETF
IYY
+$88.4K

Top Sells

1 +$144K
2 +$35.5K
3 +$29.5K
4
PIO icon
Invesco Global Water ETF
PIO
+$11K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$10.5K

Sector Composition

1 Industrials 25.36%
2 Financials 18.09%
3 Technology 8.82%
4 Consumer Staples 8.6%
5 Healthcare 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-40
152
-51