Source Financial Advisors LLC Buys Asana Inc, JPMorgan Equity Premium Income ETF, Affirm Holdings Inc, Sells Yelp Inc, iShares Russell 1000 ETF, Industrial Select Sector SPDR

• New Purchases: AFRM, GE, TSLA,
• Added Positions: ASAN, JEPI, IHI, VTI, SPY, MUB, AAPL, BND, TLT, IJR, ITOT, IXUS, TIP, IJH, GLD, FIXD, VCIT, VNQ, XLP, ANGL, IVOO, VIOO, BRK.B, MCD, GOOG, VGIT, TLH, VCLT,
• Reduced Positions: JPM, GSLC, IWB, FB, XLI, IEFA, VEA, IYG, QQQ, IWM, IEMG, XLY, AVGO, IYW, XLK, VWO, VZ, EFV, EFG, IEUR, IGV, PAVE, SPHB, DGRO, WMT, GOOGL, VOX, CAT, DE, SBUX, XLB, XLV, XLE, XLC, PLD, NVDA, NOC, IVE,
• Sold Out: YELP, PYPL, CL, SIBN,

For the details of Source Financial Advisors LLC's stock buys and sells, go to https://www.gurufocus.com/guru/source+financial+advisors+llc/current-portfolio/portfolio

1. Uber Technologies Inc (UBER) - 1,230,092 shares, 14.30% of the total portfolio.
2. MarketAxess Holdings Inc (MKTX) - 130,205 shares, 14.22% of the total portfolio.
3. Snap Inc (SNAP) - 416,687 shares, 7.99% of the total portfolio.
4. iShares National Muni Bond ETF (MUB) - 136,576 shares, 4.12% of the total portfolio. Shares added by 3.55%
5. Asana Inc (ASAN) - 129,553 shares, 3.49% of the total portfolio. Shares added by 77.36%

Source Financial Advisors LLC initiated holding in Affirm Holdings Inc. The purchase prices were between $55.86 and $128.37, with an estimated average price of $79.94. The stock is now traded at around $143.730000. The impact to a portfolio due to this purchase was 0.49%. The holding were 15,835 shares as of 2021-09-30.

Source Financial Advisors LLC initiated holding in General Electric Co. The purchase prices were between $96 and $107.84, with an estimated average price of $103.28. The stock is now traded at around $103.969900. The impact to a portfolio due to this purchase was 0.13%. The holding were 4,902 shares as of 2021-09-30.

Source Financial Advisors LLC initiated holding in Tesla Inc. The purchase prices were between $643.38 and $791.36, with an estimated average price of $706.1. The stock is now traded at around $1035.525000. The impact to a portfolio due to this purchase was 0.08%. The holding were 402 shares as of 2021-09-30.

Source Financial Advisors LLC added to a holding in Asana Inc by 77.36%. The purchase prices were between $61.33 and $124.48, with an estimated average price of $82.92. The stock is now traded at around $133.690000. The impact to a portfolio due to this purchase was 1.52%. The holding were 129,553 shares as of 2021-09-30.

Source Financial Advisors LLC added to a holding in JPMorgan Equity Premium Income ETF by 282.10%. The purchase prices were between $58.92 and $61.7, with an estimated average price of $60.51. The stock is now traded at around $62.175000. The impact to a portfolio due to this purchase was 0.52%. The holding were 46,135 shares as of 2021-09-30.

Source Financial Advisors LLC added to a holding in iShares U.S. Medical Devices ETF by 495.61%. The purchase prices were between $60.38 and $67.12, with an estimated average price of $63.77. The stock is now traded at around $65.170000. The impact to a portfolio due to this purchase was 0.2%. The holding were 14,795 shares as of 2021-09-30.

Source Financial Advisors LLC sold out a holding in Yelp Inc. The sale prices were between $35.67 and $40.89, with an estimated average price of $37.92.

Source Financial Advisors LLC sold out a holding in PayPal Holdings Inc. The sale prices were between $259 and $308.53, with an estimated average price of $283.9.

Source Financial Advisors LLC sold out a holding in Colgate-Palmolive Co. The sale prices were between $75.58 and $84.39, with an estimated average price of $79.42.

Source Financial Advisors LLC sold out a holding in SI-BONE Inc. The sale prices were between $19.65 and $31.89, with an estimated average price of $25.38.