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
$29.7M
AUM Growth
+$351K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1 +$90.4K
2 +$75.2K
3 +$33.9K
4
BALL icon
Ball Corp
BALL
+$22K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$13.5K

Sector Composition

1 Financials 18.53%
2 Consumer Staples 8.93%
3 Technology 6.68%
4 Utilities 5.98%
5 Industrials 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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43