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
$181M
AUM Growth
-$3.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$872K
3
+$479K
4
AMZN icon
Amazon
AMZN
+$474K
5
AAPL icon
Apple
AAPL
+$415K

Top Sells

1
+$5.17M
2
+$1.02M
3
+$516K
4
BA icon
Boeing
BA
+$478K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$448K

Sector Composition

1 Communication Services 8.99%
2 Technology 6.12%
3 Consumer Discretionary 3.77%
4 Financials 3.23%
5 Healthcare 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.37M 1.31%
87,833
+174
27
$2.33M 1.29%
200,308
+5,359
28
$2.23M 1.23%
17,130
+3,192
29
$2.15M 1.19%
11,521
+4,667
30
$2.09M 1.16%
24,096
+666
31
$2.06M 1.14%
41,656
-480
32
$1.88M 1.04%
14,627
+425
33
$1.69M 0.93%
74,336
-2,129
34
$1.63M 0.9%
11,156
-619
35
$1.59M 0.88%
18,759
-421
36
$1.49M 0.82%
44,297
+170
37
$1.48M 0.82%
45,340
-15,786
38
$937K 0.52%
2
39
$810K 0.45%
13,988
-360
40
$740K 0.41%
7,421
-51,842
41
$709K 0.39%
12,254
-1,335
42
$677K 0.37%
5,157
43
$398K 0.22%
4,034
-26
44
$373K 0.21%
14,824
-303
45
$372K 0.21%
8,289
+13
46
$363K 0.2%
10,947
-369
47
$288K 0.16%
838
-345
48
$255K 0.14%
4,876
49
$246K 0.14%
1,838
-491
50
$240K 0.13%
5,719
-1,949
1
2
3