SA
SRH Advisors Portfolio holdings
AUM
$329M
1-Year Return
12.74%
This Quarter Return
+6.46%
1 Year Return
+12.74%
3 Year Return
+40.91%
5 Year Return
+78.49%
10 Year Return
+146.7%
AUM
$14.7M
AUM Growth
+$1.71M
(+13%)
Cap. Flow
+$907K
Cap. Flow
% of AUM
6.17%
Top 10 Holdings %
Top 10 Hldgs %
53.99%
Holding
267
New
13
Increased
7
Reduced
9
Closed
5
Top Buys
Top Sells
| 1 |
Vanguard Total Bond Market
BND
|
$74.4K |
| 2 |
iShares MSCI Canada ETF
EWC
|
$55K |
| 3 |
iShares MSCI Australia ETF
EWA
|
$48.9K |
| 4 |
Exxon Mobil
XOM
|
$18.5K |
| 5 |
Prudential
PUK
|
$18.4K |
Sector Composition
| 1 | Industrials | 22.92% |
| 2 | Financials | 18.14% |
| 3 | Consumer Staples | 8.12% |
| 4 | Technology | 7.88% |
| 5 | Healthcare | 4.26% |
