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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
$148M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
922
New
Increased
Reduced
Closed

Top Buys

1
+$4.53M
2
+$1.17M
3
+$1.1M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$892K
5
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$629K

Top Sells

1
+$753K
2
+$691K
3
+$643K
4
EZM icon
WisdomTree US MidCap Fund
EZM
+$564K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$503K

Sector Composition

1 Technology 10.2%
2 Financials 7.5%
3 Healthcare 6.91%
4 Consumer Discretionary 4.29%
5 Industrials 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$3K ﹤0.01%
43
-33
652
$3K ﹤0.01%
66
653
$3K ﹤0.01%
+60
654
$3K ﹤0.01%
150
-119
655
$3K ﹤0.01%
+25
656
$3K ﹤0.01%
57
-125
657
$3K ﹤0.01%
58
-62
658
$3K ﹤0.01%
+47
659
$3K ﹤0.01%
56
660
$3K ﹤0.01%
141
661
$3K ﹤0.01%
59
662
$3K ﹤0.01%
+31
663
$3K ﹤0.01%
+88
664
$3K ﹤0.01%
31
-67
665
$3K ﹤0.01%
101
666
$3K ﹤0.01%
171
667
$3K ﹤0.01%
22
-17
668
$3K ﹤0.01%
77
669
$3K ﹤0.01%
24
670
$3K ﹤0.01%
8
-22
671
$3K ﹤0.01%
22
-40
672
$3K ﹤0.01%
217
-170
673
$3K ﹤0.01%
43
-105
674
$3K ﹤0.01%
40
-38
675
$3K ﹤0.01%
47
-29
25 26
27
28 29