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

Top Buys

1 +$5.98M
2 +$3.52M
3 +$1.75M
4
ABT icon
Abbott
ABT
+$1.55M
5
ABBV icon
AbbVie
ABBV
+$1.55M

Top Sells

1 +$1.38M
2 +$1.13M
3 +$878K
4
MSFT icon
Microsoft
MSFT
+$717K
5
RTX icon
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
BDX icon
126
Becton Dickinson
BDX
$54.2B
-1,152
RSG icon
127
Republic Services
RSG
$68.6B
-1,000