SN
Sittner & Nelson Portfolio holdings
AUM
$249M
1-Year Return
18.18%
This Quarter Return
+0.04%
1 Year Return
+18.18%
3 Year Return
+79.81%
5 Year Return
–
10 Year Return
–
AUM
$234M
AUM Growth
+$3.66M
(+1.6%)
Cap. Flow
+$7.43M
Cap. Flow
% of AUM
3.17%
Top 10 Holdings %
Top 10 Hldgs %
48.28%
Holding
523
New
30
Increased
100
Reduced
48
Closed
23
Top Buys
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$337K |
| 2 |
Weyerhaeuser
WY
|
$112K |
| 3 |
Seagate
STX
|
$85.5K |
| 4 |
Tesla
TSLA
|
$74.6K |
| 5 |
JPMorgan Equity Premium Income ETF
JEPI
|
$64.2K |
Sector Composition
| 1 | Technology | 25.01% |
| 2 | Financials | 20.48% |
| 3 | Healthcare | 9.63% |
| 4 | Industrials | 7.13% |
| 5 | Consumer Discretionary | 5.59% |
