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
-$3K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$787K
2 +$284K
3 +$260K
4
SHOP icon
Shopify
SHOP
+$247K
5
GS icon
Goldman Sachs
GS
+$230K

Top Sells

1 +$953K
2 +$830K
3 +$712K
4
INTC icon
Intel
INTC
+$401K
5
IQV icon
IQVIA
IQV
+$264K

Sector Composition

1 Technology 32.34%
2 Financials 16.32%
3 Healthcare 11.35%
4 Consumer Staples 9%
5 Industrials 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,115
127
-2,144
128
-1,436
129
-332