SHFA

SS&H Financial Advisors Portfolio holdings

AUM $329M
1-Year Est. Return 24.81%
This Quarter Est. Return
1 Year Est. Return
+24.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$275M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$937K
3
+$255K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$245K
5
AAPL icon
Apple
AAPL
+$227K

Top Sells

1
+$507K
2
+$195K
3
+$180K
4
LRCX icon
Lam Research
LRCX
+$147K
5
VZ icon
Verizon
VZ
+$117K

Sector Composition

1 Technology 31.78%
2 Financials 14.88%
3 Healthcare 12.31%
4 Consumer Staples 9.7%
5 Industrials 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$427K 0.16%
11,074
102
$425K 0.15%
4,145
-300
103
$403K 0.15%
995
+242
104
$402K 0.15%
4,030
105
$401K 0.15%
17,105
+200
106
$385K 0.14%
36,450
+200
107
$382K 0.14%
5,899
108
$374K 0.14%
8,186
-2,055
109
$372K 0.14%
1,420
110
$331K 0.12%
8,300
111
$320K 0.12%
5,050
112
$318K 0.12%
1,404
113
$314K 0.11%
2,981
+205
114
$301K 0.11%
1,500
115
$297K 0.11%
2,450
116
$286K 0.1%
10,066
-104
117
$280K 0.1%
1,162
118
$264K 0.1%
1,115
119
$261K 0.1%
4,000
120
$255K 0.09%
+917
121
$225K 0.08%
+488
122
$224K 0.08%
1,436
123
$220K 0.08%
+2,670
124
$211K 0.08%
+1,100
125
$209K 0.08%
+2,144
2 3 4
5
6