SA
SRH Advisors Portfolio holdings
AUM
$329M
This Quarter Return
+1.18%
1 Year Return
+12.74%
3 Year Return
+40.91%
5 Year Return
+78.49%
10 Year Return
+146.7%
AUM
$26.7M
AUM Growth
+$26.7M
(+5.8%)
Cap. Flow
+$1.45M
Cap. Flow
% of AUM
5.44%
Top 10 Holdings %
Top 10 Hldgs %
45%
Holding
287
New
39
Increased
28
Reduced
3
Closed
8
Top Buys
| 1 |
Omeros
OMER
|
$209K |
| 2 |
Evergy
EVRG
|
$149K |
| 3 |
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
|
$115K |
| 4 |
Schwab US Broad Market ETF
SCHB
|
$105K |
| 5 |
STEW
SRH Total Return Fund
STEW
|
$87.4K |
Top Sells
Sector Composition
| 1 | Financials | 18.15% |
| 2 | Consumer Staples | 7.87% |
| 3 | Utilities | 6.84% |
| 4 | Technology | 5.75% |
| 5 | Industrials | 4.22% |
