SN
Sittner & Nelson Portfolio holdings
AUM
$249M
1-Year Return
18.18%
This Quarter Return
+1.62%
1 Year Return
+18.18%
3 Year Return
+79.81%
5 Year Return
–
10 Year Return
–
AUM
$173M
AUM Growth
+$964K
(+0.56%)
Cap. Flow
+$1.62M
Cap. Flow
% of AUM
0.94%
Top 10 Holdings %
Top 10 Hldgs %
46.53%
Holding
465
New
21
Increased
98
Reduced
24
Closed
13
Top Buys
| 1 |
Shell
SHEL
|
$430K |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$254K |
| 3 |
Dutch Bros
BROS
|
$138K |
| 4 |
Illumina
ILMN
|
$131K |
| 5 |
Edwards Lifesciences
EW
|
$126K |
Top Sells
Sector Composition
| 1 | Technology | 23.98% |
| 2 | Financials | 19.62% |
| 3 | Healthcare | 13.6% |
| 4 | Industrials | 7.7% |
| 5 | Consumer Discretionary | 7.16% |
