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
$252M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$48.6M
2 +$47.5M
3 +$21.1M
4
VV icon
Vanguard Large-Cap ETF
VV
+$20.5M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$13.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.95%
2 Consumer Staples 3.8%
3 Financials 2.72%
4 Healthcare 2.62%
5 Consumer Discretionary 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$200K 0.08%
+676
102
$173K 0.07%
+5,106
103
$131K 0.05%
+10,201
104
$86K 0.03%
+12,252