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
$188M
AUM Growth
+$6.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$3.53M
3
+$2.18M
4
VEEV icon
Veeva Systems
VEEV
+$1.4M
5
V icon
Visa
V
+$1.37M

Top Sells

1
+$2.33M
2
+$1.85M
3
+$1.8M
4
IXC icon
iShares Global Energy ETF
IXC
+$1.54M
5
GM icon
General Motors
GM
+$1.49M

Sector Composition

1 Communication Services 8.38%
2 Technology 8.13%
3 Healthcare 4.56%
4 Financials 3.17%
5 Industrials 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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-4,034
52
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-5,719
53
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-12,254
54
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-5,157
55
– –
-45,340
56
– –
-2
57
– –
-200,308
58
– –
-7,421
59
– –
-4,876
60
– –
-838
61
– –
-44,297
1 2
3