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
$758M
AUM Growth
-$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$2.34M
3
+$2.1M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.81M
5
HDV
iShares Core High Dividend ETF
HDV
+$1.45M

Top Sells

1
+$7.93M
2
+$5.49M
3
+$4.54M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$3.44M
5
TSN icon
Tyson Foods
TSN
+$1.87M

Sector Composition

1 Technology 5.24%
2 Healthcare 2.76%
3 Industrials 2.01%
4 Consumer Discretionary 1.57%
5 Consumer Staples 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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