SA
SRH Advisors Portfolio holdings
AUM
$329M
This Quarter Return
+0.88%
1 Year Return
+12.74%
3 Year Return
+40.91%
5 Year Return
+78.49%
10 Year Return
+146.7%
AUM
$12.7M
AUM Growth
+$12.7M
(+1.6%)
Cap. Flow
+$328K
Cap. Flow
% of AUM
2.58%
Top 10 Holdings %
Top 10 Hldgs %
54.86%
Holding
151
New
4
Increased
7
Reduced
1
Closed
1
Top Buys
| 1 |
SPDR S&P Dividend ETF
SDY
|
$85K |
| 2 |
Apple
AAPL
|
$84K |
| 3 |
Union Pacific
UNP
|
$80K |
| 4 |
3M
MMM
|
$43K |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
$38.1K |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$24.7K |
| 2 |
Fifth Third Bancorp
FITB
|
$2K |
Sector Composition
| 1 | Industrials | 23.89% |
| 2 | Financials | 17.75% |
| 3 | Technology | 8.7% |
| 4 | Consumer Staples | 8.52% |
| 5 | Healthcare | 4.61% |
