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
$347M
AUM Growth
+$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$4.19M
2
+$2.8M
3
+$2M
4
TMV icon
Direxion Daily 20+ Year Treasury Bear 3X Shares
TMV
+$1.94M
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$1.84M

Top Sells

1
+$5.96M
2
+$3.16M
3
+$1.13M
4
MSFT icon
Microsoft
MSFT
+$925K
5
TSLA icon
Tesla
TSLA
+$610K

Sector Composition

1 Technology 16.44%
2 Healthcare 6.17%
3 Communication Services 5.11%
4 Financials 4.79%
5 Consumer Discretionary 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.3M 0.38%
17,477
+890
52
$1.23M 0.35%
25,999
-563
53
$1.2M 0.35%
41,837
+2,770
54
$1.19M 0.34%
6,119
-376
55
$1.18M 0.34%
4,208
-155
56
$1.15M 0.33%
12,551
+769
57
$1.07M 0.31%
6,084
-439
58
$1.02M 0.29%
1,841
+512
59
$978K 0.28%
3,799
-37
60
$974K 0.28%
18,689
+1,029
61
$964K 0.28%
5,453
-351
62
$954K 0.28%
10,164
+459
63
$755K 0.22%
9,760
-625
64
$701K 0.2%
3,204
+40
65
$653K 0.19%
6,451
+106
66
$633K 0.18%
8,940
-82
67
$611K 0.18%
1,666
+318
68
$561K 0.16%
9,842
-951
69
$549K 0.16%
3,609
-306
70
$548K 0.16%
21,419
-513
71
$542K 0.16%
3,905
+655
72
$538K 0.16%
20,324
+1,298
73
$536K 0.15%
8,542
-1,216
74
$532K 0.15%
15,564
+1,275
75
$511K 0.15%
1,023
-90
1 2
3
4 5