SB
Sunflower Bank Portfolio holdings
AUM
$395M
1-Year Return
10.36%
This Quarter Return
-3.51%
1 Year Return
+10.36%
3 Year Return
+22.97%
5 Year Return
+49.65%
10 Year Return
–
AUM
$441M
AUM Growth
-$65M
(-13%)
Cap. Flow
-$44.7M
Cap. Flow
% of AUM
-10.13%
Top 10 Holdings %
Top 10 Hldgs %
74.52%
Holding
150
New
–
Increased
15
Reduced
93
Closed
34
Top Buys
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$4.08M |
| 2 |
Coca-Cola
KO
|
$3.91M |
| 3 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$3.69M |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
$3.03M |
| 5 |
JPMorgan International Bond Opportunities ETF
JPIB
|
$2.3M |
Sector Composition
| 1 | Consumer Staples | 27.79% |
| 2 | Healthcare | 4.32% |
| 3 | Technology | 2.41% |
| 4 | Financials | 1.6% |
| 5 | Communication Services | 0.81% |
