SA

SRH Advisors Portfolio holdings

AUM $349M
1-Year Est. Return 10.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$349M
AUM Growth
+$2.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Sells

1 +$518K
2 +$161K
3 +$145K
4
TOL icon
Toll Brothers
TOL
+$111K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$94.1K

Sector Composition

1 Financials 8.52%
2 Technology 1.73%
3 Consumer Staples 1.21%
4 Consumer Discretionary 0.79%
5 Utilities 0.7%