SA
SRH Advisors Portfolio holdings
AUM
$347M
1-Year Est. Return
7.82%
This Fund
S&P 500
1 Year Est. Return
+7.82%
AUM
$82.1M
AUM Growth
+$1.87M
(+2.3%)
Holding
315
Top Buys
| 1 | +$1.49M | |
| 2 | +$1.49M | |
| 3 | +$336K | |
| 4 |
MGP
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
|
+$157K |
| 5 |
Home Depot
HD
|
+$132K |
Top Sells
| 1 | +$234K | |
| 2 | +$187K | |
| 3 | +$153K | |
| 4 |
Microsoft
MSFT
|
+$96.6K |
| 5 |
Pfizer
PFE
|
+$57.6K |
Sector Composition
| 1 | Financials | 20.25% |
| 2 | Consumer Staples | 7.88% |
| 3 | Technology | 5.05% |
| 4 | Utilities | 4.62% |
| 5 | Real Estate | 3.04% |