SB

Sunflower Bank Portfolio holdings

AUM $411M
1-Year Est. Return 10.3%
This Quarter Est. Return
1 Year Est. Return
+10.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$736M
AUM Growth
-$4.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$7.63M
3
+$6.28M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.6M
5
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$1.47M

Top Sells

1
+$27.1M
2
+$4.76M
3
+$3.04M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.64M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.42M

Sector Composition

1 Consumer Staples 21.4%
2 Healthcare 6.81%
3 Technology 3.72%
4 Financials 2.24%
5 Industrials 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.69M 0.23%
34,100
+1,531
52
$1.68M 0.23%
10,581
+60
53
$1.65M 0.22%
10,159
-881
54
$1.64M 0.22%
11,720
-140
55
$1.6M 0.22%
9,568
-253
56
$1.53M 0.21%
4,349
-108
57
$1.44M 0.2%
3,999
-417
58
$1.42M 0.19%
28,035
59
$1.34M 0.18%
28,105
-13,550
60
$1.31M 0.18%
11,660
-5,520
61
$1.31M 0.18%
13,922
+485
62
$1.3M 0.18%
5,857
63
$1.12M 0.15%
8,040
+640
64
$1.11M 0.15%
2,170
+171
65
$1.08M 0.15%
5,794
-8
66
$1.08M 0.15%
4,153
-77
67
$1.05M 0.14%
10,574
+606
68
$1.02M 0.14%
16,247
-53
69
$1.02M 0.14%
4,581
+612
70
$1.01M 0.14%
7,368
+55
71
$983K 0.13%
18,816
+2,304
72
$952K 0.13%
3,337
73
$950K 0.13%
12,759
+8
74
$931K 0.13%
2,272
+1,048
75
$931K 0.13%
3,764
+4
1 2
3
4 5