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
76
$475K 0.14%
7,575
-52,597
77
$473K 0.14%
1,080
78
$448K 0.13%
10,817
+1,071
79
$447K 0.13%
7,123
+37
80
$447K 0.13%
16,519
+432
81
$444K 0.13%
839
-43
82
$407K 0.12%
3,723
83
$396K 0.11%
6,744
84
$376K 0.11%
6,932
85
$371K 0.11%
1,303
+11
86
$366K 0.11%
2,228
87
$342K 0.1%
8,150
+52
88
$342K 0.1%
3,997
-128
89
$336K 0.1%
10,532
90
$333K 0.1%
11,036
+284
91
$328K 0.09%
1,171
+30
92
$317K 0.09%
13,622
-540
93
$305K 0.09%
3,822
-342
94
$300K 0.09%
3,146
-229
95
$298K 0.09%
+2,259
96
$295K 0.09%
12,170
+745
97
$294K 0.08%
6,349
-94
98
$280K 0.08%
1,438
-69
99
$276K 0.08%
906
-165
100
$259K 0.07%
1,920
+132
1 2 3
4
5