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
$217M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$1.28M
3
+$306K
4
AAPL icon
Apple
AAPL
+$230K
5
IHI icon
iShares US Medical Devices ETF
IHI
+$224K

Top Sells

1
+$5.52M
2
+$2.55M
3
+$2.3M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.9M
5
IYG icon
iShares US Financial Services ETF
IYG
+$1.74M

Sector Composition

1 Technology 9.27%
2 Healthcare 6.17%
3 Communication Services 6.03%
4 Financials 3.67%
5 Industrials 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$310K 0.14%
2,943
52
$240K 0.11%
3,689
-6
53
$221K 0.1%
+638
54
$219K 0.1%
6,510
-41,428
55
$210K 0.1%
10,532
56
$209K 0.1%
+5,425
57
$202K 0.09%
+9,141
58
$140K 0.06%
33,894
+144
59
– –
-33,747
60
– –
-52,830
61
– –
-1,596
62
– –
-12,011
1 2
3