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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
651
$4K ﹤0.01%
71
652
$4K ﹤0.01%
285
653
$4K ﹤0.01%
125
654
$4K ﹤0.01%
106
655
$4K ﹤0.01%
65
656
$4K ﹤0.01%
432
-2
657
$4K ﹤0.01%
+237
658
$4K ﹤0.01%
46
659
$4K ﹤0.01%
46
660
$4K ﹤0.01%
80
661
$4K ﹤0.01%
200
662
$4K ﹤0.01%
141
663
$4K ﹤0.01%
77
-63
664
$4K ﹤0.01%
125
665
$4K ﹤0.01%
37
666
$4K ﹤0.01%
9
-40
667
$4K ﹤0.01%
180
-944
668
$4K ﹤0.01%
52
669
$4K ﹤0.01%
207
670
$4K ﹤0.01%
145
671
$4K ﹤0.01%
310
672
$4K ﹤0.01%
250
673
$4K ﹤0.01%
171
674
$4K ﹤0.01%
28
-100
675
$4K ﹤0.01%
39
25 26
27
28 29