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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
$113M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
860
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$711K
3
+$528K
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$521K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$395K

Top Sells

1
+$221K
2
+$150K
3
+$112K
4
AAP icon
Advance Auto Parts
AAP
+$109K
5
EXPD icon
Expeditors International
EXPD
+$99.9K

Sector Composition

1 Technology 9.46%
2 Financials 8.95%
3 Healthcare 7.79%
4 Consumer Discretionary 5.4%
5 Energy 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$8K 0.01%
+123
627
$8K 0.01%
+91
628
$8K 0.01%
+62
629
$8K 0.01%
+92
630
$8K 0.01%
+119
631
$8K 0.01%
+645
632
$8K 0.01%
+342
633
$8K 0.01%
+61
634
$8K 0.01%
+181
635
$8K 0.01%
+61
636
$8K 0.01%
+76
637
$8K 0.01%
+113
638
$7K 0.01%
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639
$7K 0.01%
+121
640
$7K 0.01%
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641
$7K 0.01%
+1,100
642
$7K 0.01%
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643
$7K 0.01%
+84
644
$7K 0.01%
+960
645
$7K 0.01%
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646
$7K 0.01%
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647
$7K 0.01%
+300
648
$7K 0.01%
+218
649
$7K 0.01%
+200
650
$7K 0.01%
+126
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