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
$299M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$6.04M
2 +$3.6M
3 +$1.74M
4
ABBV icon
AbbVie
ABBV
+$1.55M
5
ABT icon
Abbott
ABT
+$1.5M

Top Sells

1 +$1.36M
2 +$1.02M
3 +$818K
4
RTX icon
RTX Corp
RTX
+$711K
5
MSFT icon
Microsoft
MSFT
+$626K

Sector Composition

1 Technology 31.43%
2 Financials 16.92%
3 Healthcare 11.43%
4 Consumer Staples 8.97%
5 Industrials 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-5,369
127
-1,152