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
$323M
AUM Growth
+$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$9.1M
2
+$4.2M
3
+$3.63M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$3M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.85M

Top Sells

1
+$3.86M
2
+$3.7M
3
+$3.43M
4
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
+$2.92M
5
AWK icon
American Water Works
AWK
+$1.93M

Sector Composition

1 Technology 16.38%
2 Healthcare 6.39%
3 Communication Services 5.22%
4 Financials 4.62%
5 Consumer Discretionary 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.22M 0.38%
+27,649
52
$1.21M 0.37%
+4,528
53
$1.11M 0.34%
+12,177
54
$1.1M 0.34%
+5,956
55
$1.09M 0.34%
+6,445
56
$1.04M 0.32%
+18,242
57
$962K 0.3%
+2,382
58
$906K 0.28%
18,139
-49
59
$888K 0.27%
9,996
+720
60
$826K 0.26%
3,411
+21
61
$749K 0.23%
+18,670
62
$738K 0.23%
11,160
-237
63
$736K 0.23%
25,658
-9,702
64
$666K 0.21%
3,995
+926
65
$654K 0.2%
+6,165
66
$604K 0.19%
+9,967
67
$604K 0.19%
24,152
-1,181
68
$562K 0.17%
+9,022
69
$559K 0.17%
1,436
+683
70
$546K 0.17%
+11,409
71
$536K 0.17%
3,216
+232
72
$521K 0.16%
+1,111
73
$506K 0.16%
+3,918
74
$500K 0.16%
+18,520
75
$493K 0.15%
+3,045
1 2
3
4 5