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
+$2.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$4.91M
2 +$3.67M
3 +$2.49M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.32M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.88M

Top Sells

1 +$11.5M
2 +$4.15M
3 +$2.68M
4
T icon
AT&T
T
+$1.65M
5
PFE icon
Pfizer
PFE
+$1.6M

Sector Composition

1 Technology 9.32%
2 Financials 6.42%
3 Industrials 6.04%
4 Consumer Discretionary 4.9%
5 Healthcare 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-188,414
127
-11,118