SN
Sittner & Nelson Portfolio holdings
AUM
$249M
This Quarter Return
+11.51%
1 Year Return
+18.18%
3 Year Return
+79.81%
5 Year Return
–
10 Year Return
–
AUM
$172M
AUM Growth
+$172M
(+11%)
Cap. Flow
+$1.93M
Cap. Flow
% of AUM
1.13%
Top 10 Holdings %
Top 10 Hldgs %
45.35%
Holding
455
New
36
Increased
94
Reduced
24
Closed
10
Top Buys
| 1 |
Apple
AAPL
|
$1.03M |
| 2 |
Columbia Banking Systems
COLB
|
$430K |
| 3 |
Pfizer
PFE
|
$404K |
| 4 |
Intuitive Surgical
ISRG
|
$291K |
| 5 |
Intel
INTC
|
$247K |
Top Sells
Sector Composition
| 1 | Technology | 25.2% |
| 2 | Financials | 17.54% |
| 3 | Healthcare | 13.65% |
| 4 | Consumer Discretionary | 8.25% |
| 5 | Industrials | 7.23% |
