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
76
$490K 0.13%
797
-42
77
$472K 0.13%
20,596
+272
78
$449K 0.12%
3,723
79
$447K 0.12%
16,088
-431
80
$446K 0.12%
10,594
-223
81
$406K 0.11%
6,932
82
$397K 0.11%
6,744
83
$392K 0.11%
10,532
84
$389K 0.11%
2,228
85
$386K 0.11%
6,046
-1,077
86
$381K 0.1%
3,997
87
$377K 0.1%
7,989
-161
88
$344K 0.09%
1,171
89
$343K 0.09%
10,286
-750
90
$333K 0.09%
13,622
91
$330K 0.09%
1,124
-179
92
$330K 0.09%
3,717
-105
93
$328K 0.09%
3,136
-10
94
$323K 0.09%
910
+4
95
$317K 0.09%
2,260
+1
96
$307K 0.08%
6,580
+231
97
$300K 0.08%
1,438
98
$279K 0.08%
2,007
+87
99
$273K 0.07%
1,955
+3
100
$264K 0.07%
3,500
1 2 3
4
5