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
$259M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$4.42M
2 +$4.36M
3 +$4.36M
4
WMT icon
Walmart
WMT
+$4.21M
5
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$3.76M

Top Sells

1 +$4.32M
2 +$3.97M
3 +$3.86M
4
CL icon
Colgate-Palmolive
CL
+$3.59M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$2.94M

Sector Composition

1 Technology 7.03%
2 Industrials 5.27%
3 Consumer Staples 4.21%
4 Healthcare 3.9%
5 Communication Services 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
0
127
-66,054
128
-38,240
129
0