SFG

SNS Financial Group Portfolio holdings

AUM $1.15B
1-Year Est. Return 11.19%
This Quarter Est. Return
1 Year Est. Return
+11.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$383M
AUM Growth
+$54.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$13.3M
3
+$11.7M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$9.04M
5
FEI
FIRST TRUST MLP AND ENERGY INCOME FUND
FEI
+$7.63M

Top Sells

1
+$9.13M
2
+$5.11M
3
+$5.07M
4
CHRW icon
C.H. Robinson
CHRW
+$4.71M
5
CAG icon
Conagra Brands
CAG
+$3.34M

Sector Composition

1 Technology 9.01%
2 Financials 5.34%
3 Healthcare 5.26%
4 Industrials 5.06%
5 Consumer Discretionary 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
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