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
$188M
AUM Growth
+$6.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$3.71M
2
+$3.59M
3
+$2.07M
4
VEEV icon
Veeva Systems
VEEV
+$1.51M
5
SYK icon
Stryker
SYK
+$1.47M

Top Sells

1
+$2.33M
2
+$2.31M
3
+$1.56M
4
IXC icon
iShares Global Energy ETF
IXC
+$1.5M
5
GM icon
General Motors
GM
+$1.49M

Sector Composition

1 Communication Services 8.38%
2 Technology 8.13%
3 Healthcare 4.56%
4 Financials 3.17%
5 Industrials 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.37M 1.26%
11,717
-2,910
27
$2.31M 1.23%
17,714
+15,876
28
$2.3M 1.23%
22,992
-1,104
29
$2.29M 1.22%
11,001
-520
30
$2.14M 1.14%
43,542
-12,948
31
$2.13M 1.14%
74,590
-54,449
32
$1.97M 1.05%
38,832
-2,824
33
$1.81M 0.96%
77,375
+3,039
34
$1.68M 0.89%
18,514
-245
35
$1.58M 0.84%
11,381
+225
36
$1.54M 0.82%
4,459
-4,121
37
$1.51M 0.8%
+8,194
38
$1.47M 0.78%
+5,144
39
$1.42M 0.75%
+33,119
40
$1.38M 0.74%
+6,136
41
$1.08M 0.58%
+2,176
42
$1.01M 0.54%
35,959
-51,874
43
$874K 0.47%
14,108
+120
44
$384K 0.2%
14,908
+84
45
$379K 0.2%
11,116
+169
46
$229K 0.12%
+10,255
47
$201K 0.11%
10,532
48
$124K 0.07%
33,633
49
– –
-45,340
50
– –
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1
2
3