SFG
SNS Financial Group Portfolio holdings
AUM
$1.05B
1-Year Return
10.57%
This Quarter Return
-3.56%
1 Year Return
+10.57%
3 Year Return
+41.81%
5 Year Return
+64.69%
10 Year Return
+136.19%
AUM
$863M
AUM Growth
-$8.91M
(-1%)
Cap. Flow
+$31.2M
Cap. Flow
% of AUM
3.61%
Top 10 Holdings %
Top 10 Hldgs %
50.27%
Holding
233
New
13
Increased
44
Reduced
100
Closed
18
Top Buys
Top Sells
| 1 |
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
|
$11M |
| 2 |
Amazon
AMZN
|
$3.26M |
| 3 |
Vanguard Total Bond Market
BND
|
$2.96M |
| 4 |
Ford
F
|
$2.54M |
| 5 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$2.42M |
Sector Composition
| 1 | Technology | 5.79% |
| 2 | Industrials | 2.98% |
| 3 | Healthcare | 2.5% |
| 4 | Consumer Discretionary | 1.75% |
| 5 | Consumer Staples | 1.58% |
