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SMFS

Squar Milner Financial Services Portfolio holdings

AUM $176M
1-Year Est. Return 10.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
-$2.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
913
New
Increased
Reduced
Closed

Top Buys

1
+$804K
2
+$556K
3
+$536K
4
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$329K
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$305K

Top Sells

1
+$507K
2
+$424K
3
+$385K
4
TSLA icon
Tesla
TSLA
+$375K
5
BA icon
Boeing
BA
+$304K

Sector Composition

1 Technology 9.62%
2 Financials 8.9%
3 Healthcare 7.77%
4 Industrials 4.79%
5 Consumer Discretionary 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$7K 0.01%
90
552
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84
553
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57
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554
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555
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234
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556
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557
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558
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559
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+43
560
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88
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561
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277
562
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37
563
$7K 0.01%
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564
$7K 0.01%
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565
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566
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567
$6K 0.01%
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568
$6K 0.01%
500
569
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221
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570
$6K 0.01%
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572
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55
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575
$6K 0.01%
62
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