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
76
$458K 0.14%
+1,116
77
$422K 0.13%
+3,326
78
$412K 0.13%
+10,119
79
$411K 0.13%
+7,086
80
$393K 0.12%
+4,213
81
$392K 0.12%
6,744
-1,798
82
$392K 0.12%
+3,792
83
$390K 0.12%
+7,885
84
$362K 0.11%
+13,645
85
$356K 0.11%
+6,932
86
$344K 0.11%
+11,618
87
$344K 0.11%
+3,940
88
$332K 0.1%
+1,308
89
$327K 0.1%
+2,528
90
$325K 0.1%
+16,667
91
$320K 0.1%
7,073
-448
92
$318K 0.1%
+967
93
$317K 0.1%
3,609
-50
94
$292K 0.09%
+1,473
95
$289K 0.09%
+6,145
96
$287K 0.09%
+3,999
97
$286K 0.09%
+10,752
98
$275K 0.09%
+1,040
99
$266K 0.08%
10,532
100
$258K 0.08%
+734
1 2 3
4
5