SFG

Snider Financial Group Portfolio holdings

AUM $375M
1-Year Est. Return 19.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.28%
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
+$3.71M
2
+$3.59M
3
+$2.07M
4
VEEV icon
Veeva Systems
VEEV
+$1.51M
5
SYK icon
Stryker
SYK
+$1.47M

Top Sells

1
+$2.33M
2
+$2.31M
3
+$1.56M
4
IXC icon
iShares Global Energy ETF
IXC
+$1.5M
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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-2
52
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-200,308
53
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-7,421
54
– –
-4,876
55
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-838
56
– –
-8,289
57
– –
-6,100
58
– –
-4,034
59
– –
-5,719
60
– –
-12,254
61
– –
-5,157
1 2
3