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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
$200M
AUM Growth
+$4.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
898
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$7.08M
3
+$2.81M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.59M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.73M

Top Sells

1
+$9.9M
2
+$7.92M
3
+$5.82M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.88M
5
OEF icon
iShares S&P 100 ETF
OEF
+$3.54M

Sector Composition

1 Technology 12.68%
2 Financials 7.28%
3 Healthcare 7.09%
4 Consumer Discretionary 5.15%
5 Industrials 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$3K ﹤0.01%
+21
702
$3K ﹤0.01%
+28
703
$3K ﹤0.01%
+45
704
$3K ﹤0.01%
+38
705
$3K ﹤0.01%
+65
706
$3K ﹤0.01%
+160
707
$3K ﹤0.01%
+21
708
$3K ﹤0.01%
+34
709
$3K ﹤0.01%
+183
710
$3K ﹤0.01%
+285
711
$3K ﹤0.01%
+27
712
$3K ﹤0.01%
+120
713
$3K ﹤0.01%
86
-4,560
714
$3K ﹤0.01%
+59
715
$3K ﹤0.01%
+39
716
$3K ﹤0.01%
+79
717
$3K ﹤0.01%
+1,580
718
$3K ﹤0.01%
+66
719
$3K ﹤0.01%
+108
720
$3K ﹤0.01%
+27
721
$3K ﹤0.01%
+147
722
$3K ﹤0.01%
+96
723
$3K ﹤0.01%
+171
724
$3K ﹤0.01%
+157
725
$2K ﹤0.01%
+20
27 28
29
30 31