SFG
SNS Financial Group Portfolio holdings
AUM
$1.05B
1-Year Return
10.57%
This Quarter Return
+14.27%
1 Year Return
+10.57%
3 Year Return
+41.81%
5 Year Return
+64.69%
10 Year Return
+136.19%
AUM
$533M
AUM Growth
+$70.7M
(+15%)
Cap. Flow
+$7.65M
Cap. Flow
% of AUM
1.44%
Top 10 Holdings %
Top 10 Hldgs %
50.6%
Holding
179
New
16
Increased
37
Reduced
96
Closed
4
Top Buys
| 1 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$6.84M |
| 2 |
Vanguard Small-Cap Value ETF
VBR
|
$4.04M |
| 3 |
Vanguard Total World Stock ETF
VT
|
$3.96M |
| 4 |
iShares Core High Dividend ETF
HDV
|
$3.18M |
| 5 |
Schwab International Equity ETF
SCHF
|
$2.06M |
Top Sells
Sector Composition
| 1 | Technology | 5.76% |
| 2 | Healthcare | 3.11% |
| 3 | Industrials | 2.62% |
| 4 | Communication Services | 1.63% |
| 5 | Consumer Staples | 1.61% |
