SFG

SNS Financial Group Portfolio holdings

AUM $1.05B
1-Year Est. Return 10.57%
This Quarter Est. Return
1 Year Est. Return
+10.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$709M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Sells

1 +$10.3M
2 +$5.81M
3 +$4.94M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$4.78M
5
CAT icon
Caterpillar
CAT
+$3.3M

Sector Composition

1 Technology 5.49%
2 Industrials 4.11%
3 Healthcare 2.95%
4 Consumer Staples 2.01%
5 Consumer Discretionary 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-31,464
202
-19,763
203
-10,513
204
-10,555