SFG
Snider Financial Group Portfolio holdings
AUM
$347M
This Quarter Return
-3.53%
1 Year Return
+15.6%
3 Year Return
+70.26%
5 Year Return
–
10 Year Return
–
AUM
$184M
AUM Growth
+$184M
(+0.35%)
Cap. Flow
+$8.16M
Cap. Flow
% of AUM
4.43%
Top 10 Holdings %
Top 10 Hldgs %
54.92%
Holding
65
New
7
Increased
20
Reduced
23
Closed
10
Top Buys
| 1 |
Alphabet (Google) Class C
GOOG
|
$6.1M |
| 2 |
AZPN
Aspen Technology Inc
AZPN
|
$3.7M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$3.57M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$3.2M |
| 5 |
Netflix
NFLX
|
$2.9M |
Top Sells
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$5.95M |
| 2 |
Citigroup
C
|
$3.2M |
| 3 |
AZPN
ASPEN TECHNOLOGY INC
AZPN
|
$2.71M |
| 4 |
Cisco
CSCO
|
$2.23M |
| 5 |
iShares MSCI USA Value Factor ETF
VLUE
|
$1.81M |
Sector Composition
| 1 | Communication Services | 9.95% |
| 2 | Technology | 5.98% |
| 3 | Consumer Discretionary | 4.08% |
| 4 | Financials | 3.17% |
| 5 | Industrials | 2.04% |
