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
$21M
AUM Growth
-$431K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Sells

1 +$907K
2 +$110K
3 +$48.5K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$43.3K
5
MSFT icon
Microsoft
MSFT
+$34.5K

Sector Composition

1 Financials 19.51%
2 Consumer Staples 7.33%
3 Technology 6.71%
4 Industrials 4.94%
5 Utilities 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$2K 0.01%
34
202
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128
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$1K ﹤0.01%
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10
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48
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$1K ﹤0.01%
25
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+8
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$0 ﹤0.01%
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$0 ﹤0.01%
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-6,000