SFG

Snider Financial Group Portfolio holdings

AUM $331M
1-Year Est. Return 16.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$367M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$651K
3
+$619K
4
CRWD icon
CrowdStrike
CRWD
+$565K
5
RECS icon
Columbia Research Enhanced Core ETF
RECS
+$442K

Top Sells

1
+$2.19M
2
+$1.48M
3
+$731K
4
AVGO icon
Broadcom
AVGO
+$582K
5
IHI icon
iShares US Medical Devices ETF
IHI
+$475K

Sector Composition

1 Technology 17.31%
2 Communication Services 5.76%
3 Healthcare 5.42%
4 Financials 4.64%
5 Consumer Discretionary 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.37M 0.37%
42,028
+191
52
$1.29M 0.35%
2,113
-242
53
$1.27M 0.35%
4,209
+1
54
$1.22M 0.33%
23,734
-2,265
55
$1.18M 0.32%
17,513
+36
56
$1.14M 0.31%
3,776
-23
57
$1.13M 0.31%
5,561
-558
58
$1.1M 0.3%
19,095
+406
59
$1.09M 0.3%
1,811
-30
60
$1.02M 0.28%
5,457
+4
61
$989K 0.27%
10,392
+228
62
$926K 0.25%
10,951
-1,600
63
$861K 0.23%
3,063
-141
64
$811K 0.22%
9,823
+63
65
$713K 0.19%
6,451
66
$676K 0.18%
1,667
+1
67
$624K 0.17%
1,024
+1
68
$607K 0.17%
3,910
+301
69
$593K 0.16%
8,940
70
$590K 0.16%
9,847
+5
71
$584K 0.16%
4,099
+194
72
$567K 0.15%
21,953
+534
73
$547K 0.15%
15,045
-519
74
$542K 0.15%
8,223
-319
75
$518K 0.14%
1,080
1 2
3
4 5