SFG

SNS Financial Group Portfolio holdings

AUM $1.16B
1-Year Est. Return 14.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$737M
AUM Growth
+$47.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Sells

1 +$11.5M
2 +$10.4M
3 +$5.53M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.59M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.76M

Sector Composition

1 Technology 5.12%
2 Healthcare 2.93%
3 Industrials 2.14%
4 Consumer Staples 1.54%
5 Consumer Discretionary 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-542,987