SFG
SNS Financial Group Portfolio holdings
AUM
$1.05B
1-Year Return
10.57%
This Quarter Return
-0.75%
1 Year Return
+10.57%
3 Year Return
+41.81%
5 Year Return
+64.69%
10 Year Return
+136.19%
AUM
$367M
AUM Growth
-$48M
(-12%)
Cap. Flow
-$43.3M
Cap. Flow
% of AUM
-11.79%
Top 10 Holdings %
Top 10 Hldgs %
45.43%
Holding
187
New
11
Increased
28
Reduced
109
Closed
19
Top Buys
| 1 |
Energy Select Sector SPDR Fund
XLE
|
$3.19M |
| 2 |
Walt Disney
DIS
|
$2.76M |
| 3 |
Vanguard Total Bond Market
BND
|
$2.56M |
| 4 |
Schwab US Broad Market ETF
SCHB
|
$2.13M |
| 5 |
Vanguard Growth ETF
VUG
|
$1.1M |
Top Sells
Sector Composition
| 1 | Technology | 6.47% |
| 2 | Financials | 4.73% |
| 3 | Industrials | 4.51% |
| 4 | Healthcare | 4.18% |
| 5 | Consumer Staples | 3.04% |
