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
$181M
AUM Growth
-$3.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$872K
3
+$479K
4
AMZN icon
Amazon
AMZN
+$474K
5
AAPL icon
Apple
AAPL
+$415K

Top Sells

1
+$5.17M
2
+$1.02M
3
+$516K
4
BA icon
Boeing
BA
+$478K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$448K

Sector Composition

1 Communication Services 8.99%
2 Technology 6.12%
3 Consumer Discretionary 3.77%
4 Financials 3.23%
5 Healthcare 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$205K 0.11%
6,100
-1,877
52
$186K 0.1%
10,532
53
$99.2K 0.05%
33,633
-2,820
54
– –
-11,841
55
– –
-12,590
56
– –
-15,754
1 2
3