SMFS

Squar Milner Financial Services Portfolio holdings

AUM $176M
1-Year Est. Return 10.63%
This Quarter Est. Return
1 Year Est. Return
+10.63%
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 Sells

1 +$522K
2 +$387K
3 +$326K
4
TSLA icon
Tesla
TSLA
+$323K
5
BA icon
Boeing
BA
+$322K

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
576
$6K 0.01%
39
577
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100
578
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500
579
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581
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582
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583
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55
-10
584
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68
585
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62
586
$6K 0.01%
35
587
$6K 0.01%
88
588
$6K 0.01%
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+94
589
$5K ﹤0.01%
69
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14
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35
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$5K ﹤0.01%
+104
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$5K ﹤0.01%
62
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$5K ﹤0.01%
120
600
$5K ﹤0.01%
550
-1,813