SFG
SNS Financial Group Portfolio holdings
AUM
$1.05B
1-Year Return
10.57%
This Quarter Return
+5.88%
1 Year Return
+10.57%
3 Year Return
+41.81%
5 Year Return
+64.69%
10 Year Return
+136.19%
AUM
$872M
AUM Growth
+$63.9M
(+7.9%)
Cap. Flow
+$19M
Cap. Flow
% of AUM
2.18%
Top 10 Holdings %
Top 10 Hldgs %
52.68%
Holding
230
New
21
Increased
59
Reduced
87
Closed
12
Top Buys
Top Sells
| 1 |
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
|
$13.5M |
| 2 |
Caesars Entertainment
CZR
|
$2.25M |
| 3 |
Skyworks Solutions
SWKS
|
$2.11M |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$580K |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
$569K |
Sector Composition
| 1 | Technology | 6.48% |
| 2 | Industrials | 3.18% |
| 3 | Consumer Discretionary | 2.69% |
| 4 | Healthcare | 2.54% |
| 5 | Consumer Staples | 1.43% |
