Southern First Bancshares Inc (SFST) — Strategic Asset Allocation Index

Latest as of September 2025: 38.3%

Southern First Bancshares Inc (SFST) has a Strategic Asset Allocation Index of 38.3% as of September 2025. Strategic assets (PP&E of $- plus long-term investments of $136.57 Million) total $136.57 Million, measured against net assets of $356.35 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.

SAAI

38.3%
Strategic Assets / Net Assets

Strategic Assets

$136.57 Million
PP&E + LT Investments

PP&E

$-
USD

Net Assets

$356.35 Million
USD

Southern First Bancshares Inc Strategic Asset Allocation Index (2000–2024)

This chart shows how Southern First Bancshares Inc's Strategic Asset Allocation Index has evolved across 25 annual periods from 2000 to 2024. As of September 2025, the index stands at 38.3%, representing strategic assets of $136.57 Million against net assets of $356.35 Million USD. Explore Southern First Bancshares Inc cash flow conversion to assess how effectively this company generates cash.

Annual Strategic Asset Allocation Index for Southern First Bancshares Inc (2000–2024)

The table below presents the year-by-year Strategic Asset Allocation Index for Southern First Bancshares Inc from 2000 to 2024, covering 25 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For the full company profile including market capitalisation, see market value of Southern First Bancshares Inc.

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (pp)
2024 41.5% $137.10 Million $- $137.10 Million $330.44 Million ▼ -2.9 pp
2023 44.3% $138.58 Million $- $138.58 Million $312.47 Million ▲ +38.5 pp
2022 5.8% $203.36 Million $99.18 Million $104.18 Million $3.48 Billion ▼ -1.7 pp
2021 7.5% $216.67 Million $92.37 Million $124.30 Million $2.89 Billion ▼ -87.2 pp
2020 94.7% $2.32 Billion $60.24 Million $2.26 Billion $2.45 Billion ▲ +4.5 pp
2019 90.2% $2.01 Billion $58.48 Million $1.95 Billion $2.23 Billion ▼ -889.2 pp
2018 979.3% $1.70 Billion $32.43 Million $1.67 Billion $173.92 Million ▲ +33.7 pp
2017 945.7% $1.42 Billion $32.23 Million $1.38 Billion $149.69 Million ▼ -132.8 pp
2016 1078.5% $1.18 Billion $28.36 Million $1.16 Billion $109.87 Million ▲ +1067.5 pp
2015 11.0% $119.66 Million $24.18 Million $95.47 Million $1.09 Billion ▼ -1050.0 pp
2014 1061.0% $880.54 Million $20.84 Million $859.69 Million $82.99 Million ▼ -76.4 pp
2013 1137.4% $746.88 Million $19.83 Million $727.05 Million $65.67 Million ▲ +115.0 pp
2012 1022.4% $655.59 Million $18.73 Million $636.86 Million $64.12 Million ▲ +51.7 pp
2011 970.7% $607.05 Million $17.34 Million $589.71 Million $62.54 Million ▲ +943.9 pp
2010 26.8% $15.88 Million $15.88 Million $- $59.22 Million ▼ -0.6 pp
2009 27.4% $16.41 Million $16.41 Million $- $59.84 Million ▼ -2.0 pp
2008 29.4% $11.70 Million $11.70 Million $- $39.79 Million ▲ +15.3 pp
2007 14.1% $5.39 Million $5.39 Million $- $38.28 Million ▼ -4.6 pp
2006 18.7% $6.45 Million $6.45 Million $- $34.58 Million ▲ +0.4 pp
2005 18.3% $5.58 Million $5.58 Million $- $30.47 Million ▲ +11.1 pp
2004 7.2% $2.01 Million $2.01 Million $- $28.08 Million ▼ -0.2 pp
2003 7.4% $825.00K $825.00K $- $11.19 Million ▼ -0.3 pp
2002 7.7% $786.00K $786.00K $- $10.23 Million ▼ -1.7 pp
2001 9.4% $891.00K $891.00K $- $9.46 Million ▲ +2.9 pp
2000 6.5% $617.00K $617.00K $- $9.47 Million
pp = percentage points