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
101
$261K 0.07%
10,230
-1,940
102
$260K 0.07%
1,122
-146
103
$259K 0.07%
7,308
+7
104
$256K 0.07%
24,407
-500
105
$238K 0.06%
2,871
106
$235K 0.06%
800
107
$233K 0.06%
3,542
-8
108
$229K 0.06%
2,074
109
$228K 0.06%
1,809
110
$222K 0.06%
4,785
+6
111
$216K 0.06%
1,800
112
$215K 0.06%
8,064
+35
113
$214K 0.06%
4,882
114
$214K 0.06%
+584
115
$209K 0.06%
+470
116
– –
-3,328
117
– –
-3,015
118
– –
-7,575
119
– –
-7,024
1 2 3 4
5