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
$217M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$1.28M
3
+$306K
4
AAPL icon
Apple
AAPL
+$230K
5
IHI icon
iShares US Medical Devices ETF
IHI
+$224K

Top Sells

1
+$5.52M
2
+$2.55M
3
+$2.3M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.9M
5
IYG icon
iShares US Financial Services ETF
IYG
+$1.74M

Sector Composition

1 Technology 9.27%
2 Healthcare 6.17%
3 Communication Services 6.03%
4 Financials 3.67%
5 Industrials 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.11M 1.43%
18,283
+624
27
$2.59M 1.19%
8,651
+485
28
$2.51M 1.16%
47,781
+2,292
29
$2.27M 1.05%
21,579
-468
30
$2.22M 1.02%
11,547
+1,587
31
$2.22M 1.02%
41,147
+1,947
32
$2.08M 0.96%
8,008
+398
33
$2.05M 0.94%
3,888
+174
34
$2.04M 0.94%
15,000
35
$2.02M 0.93%
87,887
+1,973
36
$1.99M 0.92%
38,914
+248
37
$1.84M 0.85%
88,532
-4,768
38
$1.54M 0.71%
3,166
+138
39
$1.41M 0.65%
8,064
+430
40
$1.39M 0.64%
15,557
+1,223
41
$1.39M 0.64%
1,375
+85
42
$1.33M 0.61%
+3,011
43
$1.28M 0.59%
+9,735
44
$1.09M 0.5%
2
45
$985K 0.45%
34,237
+279
46
$802K 0.37%
12,347
-206
47
$549K 0.25%
21,417
-1,328
48
$542K 0.25%
9,293
49
$393K 0.18%
3,863
50
$352K 0.16%
7,642
-312
1
2
3