SA

SRH Advisors Portfolio holdings

AUM $347M
1-Year Est. Return 7.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+7.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$188M
AUM Growth
+$7.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1 +$3.27M
2 +$119K
3 +$83.5K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$71.3K
5
SWK icon
Stanley Black & Decker
SWK
+$50.5K

Sector Composition

1 Financials 10.71%
2 Consumer Staples 3.36%
3 Technology 2.4%
4 Utilities 1.98%
5 Real Estate 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$9K ﹤0.01%
72
202
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40
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