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
$329M
AUM Growth
+$51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$6.19M
2 +$6.09M
3 +$4.74M
4
CHRW icon
C.H. Robinson
CHRW
+$4.71M
5
CAG icon
Conagra Brands
CAG
+$3.34M

Top Sells

1 +$6.27M
2 +$3.31M
3 +$3.23M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.95M
5
GSK icon
GSK
GSK
+$2.23M

Sector Composition

1 Technology 11.49%
2 Financials 7.88%
3 Consumer Discretionary 6.98%
4 Industrials 6.75%
5 Healthcare 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-4,556