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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
701
$3K ﹤0.01%
41
702
$3K ﹤0.01%
77
703
$3K ﹤0.01%
+32
704
$3K ﹤0.01%
60
-1,250
705
$3K ﹤0.01%
19
706
$3K ﹤0.01%
400
-10,040
707
$3K ﹤0.01%
117
708
$3K ﹤0.01%
15
709
$3K ﹤0.01%
+105
710
$3K ﹤0.01%
95
711
$2K ﹤0.01%
27
712
$2K ﹤0.01%
28
-70
713
$2K ﹤0.01%
20
714
$2K ﹤0.01%
63
715
$2K ﹤0.01%
+49
716
$2K ﹤0.01%
24
-2,297
717
$2K ﹤0.01%
27
718
$2K ﹤0.01%
25
-86
719
$2K ﹤0.01%
18
-42
720
$2K ﹤0.01%
137
-50
721
$2K ﹤0.01%
23
722
$2K ﹤0.01%
48
-180
723
$2K ﹤0.01%
123
724
$2K ﹤0.01%
+58
725
$2K ﹤0.01%
123
27 28
29
30 31