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
$217M
AUM Growth
-$39.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$3.27M
2 +$899K
3 +$283K
4
F icon
Ford
F
+$135K
5
TSLA icon
Tesla
TSLA
+$135K

Top Sells

1 +$3.29M
2 +$885K
3 +$722K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$625K
5
PFE icon
Pfizer
PFE
+$372K

Sector Composition

1 Technology 22.54%
2 Healthcare 18.22%
3 Consumer Staples 14.33%
4 Financials 12.11%
5 Industrials 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-23,975