SFG

Snider Financial Group Portfolio holdings

AUM $367M
1-Year Est. Return 17.32%
This Quarter Est. Return
1 Year Est. Return
+17.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$367M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$660K
3
+$635K
4
CRWD icon
CrowdStrike
CRWD
+$610K
5
RECS icon
Columbia Research Enhanced Core ETF
RECS
+$463K

Top Sells

1
+$2.19M
2
+$1.5M
3
+$756K
4
AVGO icon
Broadcom
AVGO
+$626K
5
IHI icon
iShares US Medical Devices ETF
IHI
+$475K

Sector Composition

1 Technology 17.31%
2 Communication Services 5.76%
3 Healthcare 5.42%
4 Financials 4.64%
5 Consumer Discretionary 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PANW icon
26
Palo Alto Networks
PANW
$131B
$4.52M 1.23%
22,208
+1,852
HEI icon
27
HEICO Corp
HEI
$49.1B
$4.35M 1.19%
13,471
+2,044
JEPI icon
28
JPMorgan Equity Premium Income ETF
JEPI
$42.7B
$4.08M 1.11%
71,413
+286
ADSK icon
29
Autodesk
ADSK
$56.3B
$4M 1.09%
12,587
-985
TDG icon
30
TransDigm Group
TDG
$81.7B
$3.96M 1.08%
3,008
+244
AVGO icon
31
Broadcom
AVGO
$1.67T
$3.76M 1.03%
11,404
-1,896
IBB icon
32
iShares Biotechnology ETF
IBB
$8.44B
$3.46M 0.95%
24,000
V icon
33
Visa
V
$633B
$3.45M 0.94%
10,100
+310
IWF icon
34
iShares Russell 1000 Growth ETF
IWF
$122B
$3.1M 0.85%
6,621
-394
NLR icon
35
VanEck Uranium + Nuclear Energy ETF
NLR
$4.47B
$3.09M 0.84%
22,775
+337
SMH icon
36
VanEck Semiconductor ETF
SMH
$42.9B
$2.91M 0.79%
8,918
+150
IQLT icon
37
iShares MSCI Intl Quality Factor ETF
IQLT
$14.1B
$2.88M 0.79%
65,194
+1,443
SPGI icon
38
S&P Global
SPGI
$165B
$2.85M 0.78%
5,856
+321
ITOT icon
39
iShares Core S&P Total US Stock Market ETF
ITOT
$82.1B
$2.85M 0.78%
19,559
+399
SPY icon
40
SPDR S&P 500 ETF Trust
SPY
$719B
$2.44M 0.67%
3,666
-51
ANET icon
41
Arista Networks
ANET
$163B
$2.37M 0.65%
+16,259
IEFA icon
42
iShares Core MSCI EAFE ETF
IEFA
$170B
$2.29M 0.62%
26,183
+995
VEU icon
43
Vanguard FTSE All-World ex-US ETF
VEU
$56.5B
$2.28M 0.62%
31,885
-1,704
BRK.B icon
44
Berkshire Hathaway Class B
BRK.B
$1.06T
$2.26M 0.62%
4,498
-214
VTEB icon
45
Vanguard Tax-Exempt Bond Index Fund
VTEB
$42.8B
$2.19M 0.6%
43,804
-112
VYM icon
46
Vanguard High Dividend Yield ETF
VYM
$71.5B
$2.01M 0.55%
14,271
GOOGL icon
47
Alphabet (Google) Class A
GOOGL
$3.98T
$1.59M 0.43%
6,541
+457
BRK.A icon
48
Berkshire Hathaway Class A
BRK.A
$1.07T
$1.51M 0.41%
2
TMV icon
49
Direxion Daily 20+ Year Treasury Bear 3X Shares
TMV
$157M
$1.49M 0.41%
42,650
-7,350
IBDU icon
50
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.52B
$1.42M 0.39%
60,707
-3,662
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