SFG

Snider Financial Group Portfolio holdings

AUM $331M
1-Year Est. Return 16.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$367M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$651K
3
+$619K
4
CRWD icon
CrowdStrike
CRWD
+$565K
5
RECS icon
Columbia Research Enhanced Core ETF
RECS
+$442K

Top Sells

1
+$2.19M
2
+$1.48M
3
+$731K
4
AVGO icon
Broadcom
AVGO
+$582K
5
IHI icon
iShares US Medical Devices ETF
IHI
+$475K

Sector Composition

1 Technology 17.31%
2 Communication Services 5.76%
3 Healthcare 5.42%
4 Financials 4.64%
5 Consumer Discretionary 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.52M 1.23%
22,208
+1,852
27
$4.35M 1.19%
13,471
+2,044
28
$4.08M 1.11%
71,413
+286
29
$4M 1.09%
12,587
-985
30
$3.96M 1.08%
3,008
+244
31
$3.76M 1.03%
11,404
-1,896
32
$3.46M 0.95%
24,000
33
$3.45M 0.94%
10,100
+310
34
$3.1M 0.85%
6,621
-394
35
$3.09M 0.84%
22,775
+337
36
$2.91M 0.79%
8,918
+150
37
$2.88M 0.79%
65,194
+1,443
38
$2.85M 0.78%
5,856
+321
39
$2.85M 0.78%
19,559
+399
40
$2.44M 0.67%
3,666
-51
41
$2.37M 0.65%
+16,259
42
$2.29M 0.62%
26,183
+995
43
$2.28M 0.62%
31,885
-1,704
44
$2.26M 0.62%
4,498
-214
45
$2.19M 0.6%
43,804
-112
46
$2.01M 0.55%
14,271
47
$1.59M 0.43%
6,541
+457
48
$1.51M 0.41%
2
49
$1.49M 0.41%
42,650
-7,350
50
$1.42M 0.39%
60,707
-3,662
1
2
3 4 5