SMFS
Squar Milner Financial Services Portfolio holdings
AUM
$176M
This Quarter Return
+6.28%
1 Year Return
+10.63%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$82.6M
AUM Growth
–
Cap. Flow
+$82.6M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
24.05%
Holding
163
New
163
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$2.97M |
| 2 |
Apple
AAPL
|
$2.81M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$2.48M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$2.31M |
| 5 |
WisdomTree US MidCap Fund
EZM
|
$1.72M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 10.49% |
| 2 | Technology | 9.73% |
| 3 | Healthcare | 8.33% |
| 4 | Consumer Discretionary | 5.82% |
| 5 | Industrials | 4.98% |
