SA
SRH Advisors Portfolio holdings
AUM
$329M
This Quarter Return
+6.71%
1 Year Return
+12.74%
3 Year Return
+40.91%
5 Year Return
+78.49%
10 Year Return
+146.7%
AUM
$10.2M
AUM Growth
–
Cap. Flow
+$10.2M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
50.77%
Holding
152
New
152
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$1.28M |
| 2 |
TW
TOWERS WATSON & CO COM STK CL A (DE)
TW
|
$700K |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
$534K |
| 4 |
IBM
IBM
|
$497K |
| 5 |
Walmart
WMT
|
$488K |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 21.49% |
| 2 | Industrials | 13.23% |
| 3 | Consumer Staples | 10.74% |
| 4 | Technology | 8.34% |
| 5 | Healthcare | 4.94% |
