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
$343M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1 +$1.39M
2 +$284K
3 +$211K
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$147K
5
DKNG icon
DraftKings
DKNG
+$144K

Top Sells

1 +$457K
2 +$158K
3 +$142K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$112K
5
EQBK icon
Equity Bancshares
EQBK
+$85.2K

Sector Composition

1 Financials 9.33%
2 Technology 2.11%
3 Consumer Staples 1.15%
4 Consumer Discretionary 0.98%
5 Utilities 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$18.5K 0.01%
275
177
$18.3K 0.01%
1,000
178
$17.8K 0.01%
1,000
179
$17.5K 0.01%
211
180
$16.9K ﹤0.01%
70
181
$16.8K ﹤0.01%
+1,125
182
$16.7K ﹤0.01%
100
183
$16K ﹤0.01%
280
184
$15.9K ﹤0.01%
300
185
$15.8K ﹤0.01%
128
186
$15.8K ﹤0.01%
237
187
$15.6K ﹤0.01%
166
188
$15.4K ﹤0.01%
259
189
$15.3K ﹤0.01%
340
190
$15.1K ﹤0.01%
534
191
$14.4K ﹤0.01%
197
192
$14.1K ﹤0.01%
308
193
$13.9K ﹤0.01%
144
194
$13.9K ﹤0.01%
+42
195
$13.7K ﹤0.01%
280
196
$12.9K ﹤0.01%
72
197
$12.8K ﹤0.01%
136
198
$12.5K ﹤0.01%
163
199
$12.4K ﹤0.01%
100
-75
200
$12.3K ﹤0.01%
100