SHFA

SS&H Financial Advisors Portfolio holdings

AUM $343M
1-Year Est. Return 28.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.41%
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 +$3.85M
2 +$942K
3 +$391K
4
F icon
Ford
F
+$166K
5
TSLA icon
Tesla
TSLA
+$164K

Top Sells

1 +$3.29M
2 +$885K
3 +$687K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$643K
5
PFE icon
Pfizer
PFE
+$361K

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
-10,066