SFG

Snider Financial Group Portfolio holdings

AUM $375M
1-Year Est. Return 19.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$347M
AUM Growth
+$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$4.19M
2
+$2.8M
3
+$2M
4
TMV icon
Direxion Daily 20+ Year Treasury Bear 3X Shares
TMV
+$1.94M
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$1.84M

Top Sells

1
+$5.96M
2
+$3.16M
3
+$1.13M
4
MSFT icon
Microsoft
MSFT
+$925K
5
TSLA icon
Tesla
TSLA
+$610K

Sector Composition

1 Technology 16.44%
2 Healthcare 6.17%
3 Communication Services 5.11%
4 Financials 4.79%
5 Consumer Discretionary 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.2M 1.21%
13,572
+202
27
$4.17M 1.2%
20,356
+2,627
28
$4.15M 1.2%
18,330
-222
29
$4.04M 1.17%
71,127
+1,062
30
$3.75M 1.08%
11,427
-891
31
$3.67M 1.06%
13,300
+8
32
$3.48M 1%
9,790
-54
33
$3.04M 0.88%
24,000
34
$2.98M 0.86%
7,015
+11
35
$2.92M 0.84%
5,535
+74
36
$2.76M 0.79%
63,751
+44,410
37
$2.59M 0.75%
19,160
-890
38
$2.49M 0.72%
22,438
-112
39
$2.45M 0.71%
8,768
+5,397
40
$2.3M 0.66%
3,717
+1,185
41
$2.29M 0.66%
4,712
+289
42
$2.26M 0.65%
33,589
+107
43
$2.19M 0.63%
7,024
-29
44
$2.15M 0.62%
43,916
+496
45
$2.1M 0.61%
+25,188
46
$1.9M 0.55%
14,271
+10
47
$1.85M 0.53%
+50,000
48
$1.5M 0.43%
64,369
+184
49
$1.46M 0.42%
2
50
$1.34M 0.39%
2,355
+9
1
2
3 4 5