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
$275M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$1.58M
2 +$937K
3 +$255K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$245K
5
AAPL icon
Apple
AAPL
+$227K

Top Sells

1 +$507K
2 +$195K
3 +$180K
4
LRCX icon
Lam Research
LRCX
+$147K
5
VZ icon
Verizon
VZ
+$117K

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