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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
$104M
AUM Growth
-$7.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
807
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$2.44M
3
+$1.76M
4
MRK icon
Merck
MRK
+$503K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$499K

Top Sells

1
+$385K
2
+$284K
3
+$283K
4
AET
Aetna Inc
AET
+$264K
5
LBTYK icon
Liberty Global Class C
LBTYK
+$252K

Sector Composition

1 Technology 9.77%
2 Financials 8.42%
3 Healthcare 8.41%
4 Consumer Discretionary 4.44%
5 Industrials 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$3K ﹤0.01%
80
-46
652
$3K ﹤0.01%
45
653
$3K ﹤0.01%
19
654
$3K ﹤0.01%
217
-165
655
$3K ﹤0.01%
153
656
$3K ﹤0.01%
74
657
$3K ﹤0.01%
62
658
$3K ﹤0.01%
62
659
$3K ﹤0.01%
96
660
$3K ﹤0.01%
87
661
$3K ﹤0.01%
53
662
$3K ﹤0.01%
34
663
$3K ﹤0.01%
29
664
$3K ﹤0.01%
125
665
$3K ﹤0.01%
45
666
$3K ﹤0.01%
124
+82
667
$3K ﹤0.01%
432
668
$3K ﹤0.01%
25
669
$3K ﹤0.01%
46
670
$3K ﹤0.01%
140
671
$3K ﹤0.01%
125
672
$3K ﹤0.01%
36
-74
673
$3K ﹤0.01%
+86
674
$3K ﹤0.01%
200
675
$2K ﹤0.01%
27
25 26
27
28 29