SFG

Snider Financial Group Portfolio holdings

AUM $347M
1-Year Est. Return 15.6%
This Quarter Est. Return
1 Year Est. Return
+15.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$230M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$4.74M
2
+$3.6M
3
+$2.52M
4
IBM icon
IBM
IBM
+$1.62M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.41M

Top Sells

1
+$8.46M
2
+$987K
3
+$819K
4
BATRA icon
Atlanta Braves Holdings Series A
BATRA
+$809K
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$807K

Sector Composition

1 Communication Services 8.55%
2 Financials 6.5%
3 Technology 5.35%
4 Consumer Discretionary 4.26%
5 Industrials 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.46M 1.51%
202,436
+17,965
27
$3.36M 1.46%
67,509
-1,941
28
$3.2M 1.4%
19,000
+920
29
$2.97M 1.29%
17,833
+34
30
$2.34M 1.02%
12,278
+254
31
$2.34M 1.02%
42,983
+277
32
$2.2M 0.96%
12,496
+422
33
$2.17M 0.94%
39,604
+3,922
34
$2.15M 0.93%
70,193
-26,470
35
$2.1M 0.91%
79,174
+5,723
36
$1.9M 0.83%
26,015
-510
37
$1.62M 0.71%
+13,556
38
$1.36M 0.59%
22,148
-16,128
39
$926K 0.4%
18,228
-7,525
40
$866K 0.38%
2
41
$823K 0.36%
5,157
42
$718K 0.31%
13,523
-319
43
$683K 0.3%
1,652
-2
44
$640K 0.28%
6,286
-115
45
$493K 0.21%
9,081
-155,852
46
$458K 0.2%
7,609
-3,767
47
$450K 0.2%
2,650
-16
48
$435K 0.19%
9,092
-67
49
$393K 0.17%
4,713
+431
50
$385K 0.17%
8,335
+490
1
2
3