SHFA
SS&H Financial Advisors Portfolio holdings
AUM
$329M
1-Year Est. Return
24.81%
1 Year Est. Return
+24.81%
AUM
$329M
AUM Growth
+$29.7M
(+9.9%)
Holding
130
Top Buys
| 1 | +$1.29M | |
| 2 | +$1.04M | |
| 3 | +$1.01M | |
| 4 |
Amgen
AMGN
|
+$952K |
| 5 |
General Dynamics
GD
|
+$697K |
Top Sells
| 1 | +$828K | |
| 2 | +$686K | |
| 3 | +$623K | |
| 4 |
Procter & Gamble
PG
|
+$455K |
| 5 |
Ford
F
|
+$391K |
Sector Composition
| 1 | Technology | 33% |
| 2 | Financials | 16.27% |
| 3 | Healthcare | 12.13% |
| 4 | Industrials | 9.23% |
| 5 | Consumer Staples | 7.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Dow Inc
DOW
$19.6B
| – | – |
-23,512
|
|
||
|
127
Ford
F
$54.2B
| – | – |
-36,067
|
|
||
128
McCormick & Company Non-Voting
MKC
$18B
| – | – |
-2,670
|
|
||
129
Dover
DOV
$28.3B
| – | – |
-1,100
|
|