SHFA

SS&H Financial Advisors Portfolio holdings

AUM $343M
1-Year Est. Return 28.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.43%
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 +$1.57M
2 +$842K
3 +$248K
4
DHR icon
Danaher
DHR
+$243K
5
SLB icon
SLB Ltd
SLB
+$227K

Top Sells

1 +$450K
2 +$184K
3 +$171K
4
LRCX icon
Lam Research
LRCX
+$157K
5
NVDA icon
NVIDIA
NVDA
+$109K

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
126
$205K 0.07%
+332