SHFA
SS&H Financial Advisors Portfolio holdings
AUM
$343M
1-Year Est. Return
28.41%
This Fund
S&P 500
1 Year Est. Return
+28.41%
AUM
$343M
AUM Growth
+$13.7M
(+4.2%)
Holding
127
Top Buys
| 1 | +$1.15M | |
| 2 | +$1.09M | |
| 3 | +$898K | |
| 4 |
Amgen
AMGN
|
+$856K |
| 5 |
CRWV
CoreWeave Inc
CRWV
|
+$715K |
Top Sells
| 1 | +$761K | |
| 2 | +$391K | |
| 3 | +$363K | |
| 4 |
abrdn Physical Precious Metals Basket Shares ETF
GLTR
|
+$331K |
| 5 |
GE Vernova
GEV
|
+$307K |
Sector Composition
| 1 | Technology | 32.2% |
| 2 | Financials | 16.05% |
| 3 | Healthcare | 13.59% |
| 4 | Industrials | 9.23% |
| 5 | Consumer Staples | 7.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
126
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$3.18B
| – | – |
-2,000
|
|
||
|
127
GE Vernova
GEV
$224B
| – | – |
-500
|
|