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Sittner & Nelson Portfolio holdings

AUM $275M
1-Year Est. Return 20.27%
This Quarter Est. Return
1 Year Est. Return
+20.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1 +$14.9M
2 +$4.54M
3 +$4.52M
4
MSFT icon
Microsoft
MSFT
+$3.39M
5
NKE icon
Nike
NKE
+$3.21M

Top Sells

No sells this quarter

Sector Composition

1 Financials 21.13%
2 Healthcare 16.25%
3 Technology 12.78%
4 Consumer Discretionary 10.92%
5 Industrials 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$0 ﹤0.01%
+5
427
$0 ﹤0.01%
+20
428
$0 ﹤0.01%
+27
429
$0 ﹤0.01%
+399
430
$0 ﹤0.01%
+66