SN
Sittner & Nelson Portfolio holdings
AUM
$249M
1-Year Est. Return
18.18%
1 Year Est. Return
+18.18%
AUM
$234M
AUM Growth
+$3.66M
(+1.6%)
Holding
523
Top Buys
| 1 | +$499K | |
| 2 | +$432K | |
| 3 | +$356K | |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$339K |
| 5 |
Capital Group Dividend Value ETF
CGDV
|
+$334K |
Top Sells
| 1 | +$337K | |
| 2 | +$112K | |
| 3 | +$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 | 7.12% |
| 5 | Consumer Discretionary | 5.59% |
