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
$240M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$7.65M
2
+$6.81M
3
+$4.17M
4
TSM icon
TSMC
TSM
+$2.46M
5
PANW icon
Palo Alto Networks
PANW
+$2.09M

Top Sells

1
+$4.7M
2
+$4.69M
3
+$3.89M
4
MBB icon
iShares MBS ETF
MBB
+$3.42M
5
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
+$2.81M

Sector Composition

1 Technology 12.05%
2 Healthcare 8.04%
3 Communication Services 6.05%
4 Financials 3.69%
5 Consumer Staples 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.98M 1.24%
49,506
+1,725
27
$2.78M 1.16%
13,029
-3,473
28
$2.75M 1.15%
20,030
+5,030
29
$2.69M 1.12%
5,428
+1,540
30
$2.51M 1.05%
21,765
+186
31
$2.46M 1.02%
+18,052
32
$2.34M 0.98%
1,903
+528
33
$2.3M 0.96%
8,236
+228
34
$2.13M 0.89%
93,401
+5,514
35
$2.09M 0.87%
+14,712
36
$1.99M 0.83%
39,373
+459
37
$1.99M 0.83%
85,860
-2,672
38
$1.92M 0.8%
3,165
-1
39
$1.81M 0.75%
+20,010
40
$1.6M 0.67%
16,157
+600
41
$1.6M 0.67%
13,074
+3,339
42
$1.6M 0.67%
15,881
-46,620
43
$1.55M 0.64%
+8,097
44
$1.52M 0.63%
+4,745
45
$1.48M 0.61%
3,467
+456
46
$1.27M 0.53%
2
47
$971K 0.41%
33,475
-762
48
$837K 0.35%
12,327
-20
49
$547K 0.23%
21,620
+203
50
$533K 0.22%
3,807
-56
1
2
3