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Connie Christiansen

Sun Financial Inc

Assets Managed
$199.644M
Holdings
159
Last Quarter
2026 - Q1
Filed Date
1d ago
Growth Rate
11.28%(2Q avg: 5.64%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Sun Financial Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 159 positions.

Assets under management

The assets under management (AUM) of Sun Financial Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 199.644M in assets, with a quarterly growth rate of 11.28% and a 2-quarter average growth rate of 5.64%. The portfolio is managed by Connie Christiansen, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
FTHI
Fthi First Trust Exchange-tr
Recent Activity
Increased 8.41%
4.84%
$9.653M
401,866 shares@ $24.02 avg price
SCHV
Schwab Us Large-cap Value
Recent Activity
Increased 3.64%
3.77%
$7.517M
227,998 shares@ $32.97 avg price
BUFR
Ft Vest Lad Buffervetf-usd I
Recent Activity
Increased 5.82%
3.73%
$7.446M
205,629 shares@ $36.21 avg price
JPST
Jpmorgan Ultra-short Income
Recent Activity
Increased 41.39%
3.01%
$6.008M
118,940 shares@ $50.51 avg price
GRNJ
Fundstr Gran Sh Us Sm & Mid
Recent Activity
Increased 5.55%
2.87%
$5.727M
182,977 shares@ $31.3 avg price
IEF
Ishares 7-10 Year Treasury B
Recent Activity
Decreased -1.09%
2.74%
$5.465M
57,978 shares@ $94.26 avg price
FTQI
First Trust Nasdaq Buywrite
Recent Activity
Increased 1.37%
2.68%
$5.344M
245,950 shares@ $21.74 avg price
FTCB
Ft Core Investment Grade Etf
Recent Activity
Increased 6.08%
2.55%
$5.086M
243,601 shares@ $20.88 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 0.34%
2.25%
$4.478M
18,995 shares@ $235.74 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -2.7%
2.16%
$4.309M
10,743 shares@ $401.09 avg price

1-10 of 159