SHFA
SS&H Financial Advisors Portfolio holdings
AUM
$343M
1-Year Est. Return
28.43%
This Fund
S&P 500
1 Year Est. Return
+28.43%
AUM
$329M
AUM Growth
+$29.7M
(+9.9%)
Holding
130
Top Buys
| 1 | +$1.19M | |
| 2 | +$1M | |
| 3 | +$979K | |
| 4 |
Huntington Ingalls Industries
HII
|
+$939K |
| 5 |
General Dynamics
GD
|
+$645K |
Top Sells
| 1 | +$843K | |
| 2 | +$641K | |
| 3 | +$623K | |
| 4 |
Procter & Gamble
PG
|
+$463K |
| 5 |
Ford
F
|
+$391K |
Sector Composition
| 1 | Technology | 33% |
| 2 | Financials | 16.27% |
| 3 | Healthcare | 12.13% |
| 4 | Industrials | 9.23% |
| 5 | Consumer Staples | 7.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Dow Inc
DOW
$29.8B
| – | – |
-23,512
|
|
||
|
127
Ford
F
$46.5B
| – | – |
-36,067
|
|
||
128
Dover
DOV
$27.5B
| – | – |
-1,100
|
|
||
129
McCormick & Company Non-Voting
MKC
$13B
| – | – |
-2,670
|
|