SFG
Snider Financial Group Portfolio holdings
AUM
$347M
This Quarter Return
+5.47%
1 Year Return
+15.6%
3 Year Return
+70.26%
5 Year Return
–
10 Year Return
–
AUM
$212M
AUM Growth
–
Cap. Flow
+$212M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
47.62%
Holding
62
New
62
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Communication Services | 9.61% |
| 2 | Financials | 5.37% |
| 3 | Technology | 4.68% |
| 4 | Consumer Discretionary | 4.38% |
| 5 | Consumer Staples | 1.54% |
