SHFA
SS&H Financial Advisors Portfolio holdings
AUM
$329M
1-Year Est. Return
24.81%
1 Year Est. Return
+24.81%
AUM
$299M
AUM Growth
+$31.3M
(+12%)
Holding
128
Top Buys
| 1 | +$5.98M | |
| 2 | +$3.52M | |
| 3 | +$1.75M | |
| 4 |
Abbott
ABT
|
+$1.55M |
| 5 |
AbbVie
ABBV
|
+$1.55M |
Top Sells
| 1 | +$1.38M | |
| 2 | +$1.13M | |
| 3 | +$878K | |
| 4 |
Microsoft
MSFT
|
+$717K |
| 5 |
RTX Corp
RTX
|
+$711K |
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
Becton Dickinson
BDX
$54.2B
| – | – |
-1,152
|
|
||
127
Republic Services
RSG
$68.6B
| – | – |
-1,000
|
|