SMFS
Squar Milner Financial Services Portfolio holdings
AUM
$176M
1-Year Return
10.63%
This Quarter Return
+3.25%
1 Year Return
+10.63%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$148M
AUM Growth
+$12.8M
(+9.4%)
Cap. Flow
+$8.58M
Cap. Flow
% of AUM
5.79%
Top 10 Holdings %
Top 10 Hldgs %
30.28%
Holding
922
New
80
Increased
176
Reduced
292
Closed
111
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 10.2% |
| 2 | Financials | 7.5% |
| 3 | Healthcare | 6.91% |
| 4 | Consumer Discretionary | 4.29% |
| 5 | Industrials | 4.26% |
