SFG
Snider Financial Group Portfolio holdings
AUM
$347M
This Quarter Return
+7.2%
1 Year Return
+15.6%
3 Year Return
+70.26%
5 Year Return
–
10 Year Return
–
AUM
$209M
AUM Growth
+$209M
(+11%)
Cap. Flow
+$12.3M
Cap. Flow
% of AUM
5.87%
Top 10 Holdings %
Top 10 Hldgs %
52.11%
Holding
64
New
16
Increased
29
Reduced
13
Closed
5
Top Buys
| 1 |
Technology Select Sector SPDR Fund
XLK
|
$7.62M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$4.73M |
| 3 |
NVIDIA
NVDA
|
$4.44M |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$3.78M |
| 5 |
iShares MSCI Intl Quality Factor ETF
IQLT
|
$3.48M |
Top Sells
| 1 |
Invesco S&P 500 Equal Weight Technology ETF
RSPT
|
$9.1M |
| 2 |
SPDR Gold Trust
GLD
|
$3.47M |
| 3 |
iShares Global Energy ETF
IXC
|
$3.28M |
| 4 |
iShares US Financial Services ETF
IYG
|
$3.01M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$2.46M |
Sector Composition
| 1 | Technology | 10.19% |
| 2 | Communication Services | 6.12% |
| 3 | Healthcare | 6% |
| 4 | Financials | 3.65% |
| 5 | Consumer Staples | 2.41% |
