We are live on ! Find out more
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
$499M
AUM Growth
+$56.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$39.8M
2
+$10.3M
3
+$2.89M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.58M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$1.91M

Top Sells

1
+$8.35M
2
+$7.07M
3
+$3.79M
4
AMZN icon
Amazon
AMZN
+$2.1M
5
BSCJ
Invesco BulletShares 2019 Corporate Bond ETF
BSCJ
+$2.05M

Sector Composition

1 Technology 4.94%
2 Healthcare 3.4%
3 Industrials 2.85%
4 Financials 2.58%
5 Communication Services 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-3,887
202
– –
0
203
– –
0
204
– –
-16,381
205
– –
-3,263
206
– –
-1,272
207
– –
-3,223
208
– –
-66,317
5 6 7 8
9