SFG
SNS Financial Group Portfolio holdings
AUM
$1.15B
1-Year Est. Return
11.19%
1 Year Est. Return
+11.19%
AUM
$1.15B
AUM Growth
+$98.2M
(+9.3%)
Holding
203
Top Buys
| 1 | +$15M | |
| 2 | +$10.8M | |
| 3 | +$6.72M | |
| 4 |
Dimensional Core Fixed Income ETF
DFCF
|
+$5.05M |
| 5 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$3.32M |
Top Sells
| 1 | +$5.94M | |
| 2 | +$1.55M | |
| 3 | +$827K | |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$820K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$645K |
Sector Composition
| 1 | Technology | 5.35% |
| 2 | Industrials | 1.58% |
| 3 | Healthcare | 1.12% |
| 4 | Communication Services | 1.07% |
| 5 | Financials | 1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Hormel Foods
HRL
$13.1B
| – | – |
-6,740
|
|
||
202
Markel Group
MKL
$26.3B
| – | – |
-131
|
|
||
203
Paychex
PAYX
$40.6B
| – | – |
-1,560
|
|