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Home > Institutional Investor > Sns Financial Group, Llc > Profile

Instuitional Investor - Sns Financial Group, Llc

Fund Profile
Filing Period:
Fund Name: Sns Financial Group, Llc
Portfolio Value $844,246,308
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 710,790 $104,653,757 12.39%
2.
Schwab Strategic Trust
 FNDF 1,591,424 $58,819,019 6.96%
3.
Ishares Tr
 471,115 $55,181,727 6.53%
4.
Wisdomtree Tr
 585,436 $41,144,477 4.87%
5.
Schwab Strategic Trust
 FNDF 641,358 $35,704,410 4.22%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)