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
$329M
AUM Growth
+$4.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$544K
2
+$116K
3
+$98.3K
4
OMAH
VistaShares Target 15 Berkshire Select Income ETF
OMAH
+$59.1K
5
CART icon
Maplebear
CART
+$58.7K

Top Sells

1
+$3.81M
2
+$2.04M
3
+$428K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$424K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$201K

Sector Composition

1 Financials 8.93%
2 Technology 2.05%
3 Consumer Staples 1.26%
4 Consumer Discretionary 0.89%
5 Utilities 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$11.6K ﹤0.01%
37
202
$11.4K ﹤0.01%
300
203
$11.1K ﹤0.01%
125
204
$11K ﹤0.01%
+40
205
$10.9K ﹤0.01%
42
206
$10.7K ﹤0.01%
145
207
$10.4K ﹤0.01%
38
208
$10.2K ﹤0.01%
744
209
$9.99K ﹤0.01%
5
210
$9.94K ﹤0.01%
28
211
$9.84K ﹤0.01%
110
212
$9.67K ﹤0.01%
25
213
$9.53K ﹤0.01%
132
214
$9.48K ﹤0.01%
125
215
$9.06K ﹤0.01%
334
216
$9.01K ﹤0.01%
99
217
$8.85K ﹤0.01%
60
218
$8.84K ﹤0.01%
128
219
$8.51K ﹤0.01%
99
220
$8.41K ﹤0.01%
38
221
$7.86K ﹤0.01%
191
222
$7.85K ﹤0.01%
511
223
$7.75K ﹤0.01%
34
224
$7.51K ﹤0.01%
54
225
$7.4K ﹤0.01%
58
7 8
9
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