SFG
Snider Financial Group Portfolio holdings
AUM
$347M
This Quarter Return
+1.23%
1 Year Return
+15.6%
3 Year Return
+70.26%
5 Year Return
–
10 Year Return
–
AUM
$323M
AUM Growth
+$323M
(+18%)
Cap. Flow
+$52.3M
Cap. Flow
% of AUM
16.21%
Top 10 Holdings %
Top 10 Hldgs %
47.78%
Holding
115
New
54
Increased
35
Reduced
18
Closed
4
Top Buys
| 1 |
Microsoft
MSFT
|
$9.1M |
| 2 |
Apple
AAPL
|
$4.2M |
| 3 |
Amazon
AMZN
|
$3.63M |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
$3.26M |
| 5 |
iShares US Treasury Bond ETF
GOVT
|
$3M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$3.86M |
| 2 |
iShares MSCI Intl Quality Factor ETF
IQLT
|
$3.7M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$3.43M |
| 4 |
SPDR Portfolio Long Term Treasury ETF
SPTL
|
$2.92M |
| 5 |
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% |
