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
$26.7M
AUM Growth
+$1.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1 +$209K
2 +$149K
3 +$115K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$105K
5
STEW
SRH Total Return Fund
STEW
+$87.4K

Sector Composition

1 Financials 18.15%
2 Consumer Staples 7.87%
3 Utilities 6.84%
4 Technology 5.75%
5 Industrials 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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$3K 0.01%
128