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
$278M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$5.3M
2 +$2.41M
3 +$1.3M
4
USO icon
United States Oil Fund
USO
+$1.19M
5
ORCL icon
Oracle
ORCL
+$963K

Sector Composition

1 Technology 11.61%
2 Consumer Discretionary 7.29%
3 Financials 6.96%
4 Healthcare 5.21%
5 Industrials 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
0
127
-122,000
128
-8,847