SFG

SNS Financial Group Portfolio holdings

AUM $1.05B
1-Year Est. Return 10.57%
This Quarter Est. Return
1 Year Est. Return
+10.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
-$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$4.04M
2
+$4.02M
3
+$2.97M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$1.65M
5
XRT icon
SPDR S&P Retail ETF
XRT
+$1.63M

Top Sells

1
+$5.11M
2
+$4.55M
3
+$4.45M
4
UNP icon
Union Pacific
UNP
+$3.44M
5
AAPL icon
Apple
AAPL
+$3.16M

Sector Composition

1 Consumer Staples 4.2%
2 Industrials 2.15%
3 Healthcare 1.98%
4 Utilities 1.54%
5 Consumer Discretionary 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
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