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
101
$250K 0.08%
+3,298
102
$246K 0.08%
1,788
+301
103
$234K 0.07%
800
104
$230K 0.07%
+7,118
105
$224K 0.07%
+2,969
106
$222K 0.07%
+1,248
107
$220K 0.07%
+2,089
108
$217K 0.07%
896
+65
109
$205K 0.06%
+3,850
110
$204K 0.06%
+1,961
111
$113K 0.04%
24,789
+155
112
– –
-13,229
113
– –
-18,358
114
– –
-100,457
115
– –
-6,731
1 2 3 4
5