SA

SRH Advisors Portfolio holdings

AUM $343M
1-Year Est. Return 6.02%
This Quarter Est. Return
1 Year Est. Return
+6.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$14.7M
AUM Growth
+$1.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$315K
2
+$167K
3
+$161K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$143K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$119K

Top Sells

1
+$74.4K
2
+$55K
3
+$48.9K
4
XOM icon
Exxon Mobil
XOM
+$18.5K
5
PUK icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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