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
$230M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$4.74M
2
+$3.6M
3
+$2.52M
4
IBM icon
IBM
IBM
+$1.62M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.41M

Top Sells

1
+$8.46M
2
+$987K
3
+$819K
4
BATRA icon
Atlanta Braves Holdings Series A
BATRA
+$809K
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$807K

Sector Composition

1 Communication Services 8.55%
2 Financials 6.5%
3 Technology 5.35%
4 Consumer Discretionary 4.26%
5 Industrials 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$380K 0.17%
14,880
-3,400
52
$355K 0.15%
+9,685
53
$335K 0.15%
+9,484
54
$319K 0.14%
4,876
-21
55
$311K 0.14%
2,488
+113
56
$296K 0.13%
4,291
-118
57
$293K 0.13%
10,437
+285
58
$293K 0.13%
+1,060
59
$266K 0.12%
2,602
+155
60
$239K 0.1%
1,603
61
$214K 0.09%
3,884
-2,279
62
$203K 0.09%
+3,757
63
$202K 0.09%
1,350
-1,090
64
$201K 0.09%
+409
65
$183K 0.08%
10,532
66
$140K 0.06%
10,161
+2,635
67
$137K 0.06%
36,255
68
– –
-17,932
69
– –
-2,100
1 2
3