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SFG

SNS Financial Group Portfolio holdings

AUM $1.16B
1-Year Est. Return 13.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$367M
AUM Growth
-$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$2.92M
3
+$2.56M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.2M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.13M

Top Sells

1
+$9.15M
2
+$7.14M
3
+$6.32M
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$4.68M
5
KYN icon
Kayne Anderson Energy Infrastructure Fund
KYN
+$4.52M

Sector Composition

1 Technology 6.47%
2 Financials 4.73%
3 Industrials 4.51%
4 Healthcare 4.18%
5 Consumer Staples 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-2,400
177
– –
-1,649
178
– –
-3,355
179
– –
-18,882
180
– –
-333,117
181
– –
-403,624
182
– –
-10,043
183
– –
-50,000
184
– –
-4,669
185
– –
-8,742
186
– –
-11,250
187
– –
-2,494
4 5 6 7
8