SA

Steadfast Advisors Portfolio holdings

AUM $200M
1-Year Est. Return 27.7%
This Quarter Est. Return
1 Year Est. Return
+27.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$247M
AUM Growth
-$9.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$7.76M
3
+$5.73M
4
META icon
Meta Platforms (Facebook)
META
+$5.13M
5
CMCSA icon
Comcast
CMCSA
+$4.36M

Top Sells

1
+$12.1M
2
+$10.2M
3
+$8.97M
4
KMI icon
Kinder Morgan
KMI
+$6.8M
5
AGN
Allergan plc
AGN
+$4.91M

Sector Composition

1 Healthcare 20.84%
2 Technology 13.83%
3 Financials 10.91%
4 Energy 10.19%
5 Communication Services 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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