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
$323M
AUM Growth
+$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$9.1M
2
+$4.2M
3
+$3.63M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$3M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.85M

Top Sells

1
+$3.86M
2
+$3.7M
3
+$3.43M
4
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
+$2.92M
5
AWK icon
American Water Works
AWK
+$1.93M

Sector Composition

1 Technology 16.38%
2 Healthcare 6.39%
3 Communication Services 5.22%
4 Financials 4.62%
5 Consumer Discretionary 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.82M 1.18%
19,326
+1,291
27
$3.45M 1.07%
2,724
+468
28
$3.33M 1.03%
6,580
+938
29
$3.22M 1%
15,303
+534
30
$3.22M 1%
10,173
+664
31
$3.21M 1%
17,664
+740
32
$3.17M 0.98%
24,000
33
$3.08M 0.95%
9,008
-480
34
$2.85M 0.88%
+7,088
35
$2.72M 0.84%
11,438
+71
36
$2.7M 0.84%
20,994
-202
37
$2.64M 0.82%
5,298
+281
38
$2.55M 0.79%
68,789
-99,651
39
$2.53M 0.78%
21,928
-29,727
40
$2.44M 0.75%
+10,509
41
$2.03M 0.63%
+4,473
42
$1.91M 0.59%
+33,284
43
$1.82M 0.56%
+14,261
44
$1.67M 0.52%
33,255
-7,783
45
$1.48M 0.46%
+18,232
46
$1.44M 0.44%
+62,984
47
$1.37M 0.42%
+17,930
48
$1.36M 0.42%
2
49
$1.33M 0.41%
+7,012
50
$1.26M 0.39%
+2,346
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