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
1
$39.9M 10.88%
59,589
+212
2
$23.4M 6.38%
233,422
+3,773
3
$20.1M 5.48%
93,031
+989
4
$19.7M 5.37%
38,017
-2,898
5
$14.7M 4.02%
637,171
+9,558
6
$11.1M 3.02%
43,467
-1,359
7
$10.7M 2.92%
48,737
+599
8
$10.6M 2.89%
43,461
-68
9
$9.99M 2.73%
13,098
+832
10
$8.73M 2.38%
11,887
+121
11
$8.56M 2.33%
60,734
-912
12
$8.15M 2.22%
160,611
+999
13
$8.03M 2.19%
251,721
+1,801
14
$7.16M 1.95%
75,264
+498
15
$7.15M 1.95%
129,240
+2,578
16
$6.99M 1.91%
37,464
+218
17
$5.46M 1.49%
52,025
+741
18
$5.46M 1.49%
17,310
-54
19
$5.46M 1.49%
135,298
+11,480
20
$5.29M 1.44%
18,953
+623
21
$5.2M 1.42%
50,421
-7,340
22
$5.15M 1.4%
5,560
-183
23
$4.79M 1.31%
12,959
+753
24
$4.68M 1.28%
9,541
+1,243
25
$4.55M 1.24%
15,268
+389
1
2 3 4 5