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Home > Institutional Investor > Snider Financial Group > Profile

Instuitional Investor - Snider Financial Group

Fund Profile
Filing Period:
Fund Name: Snider Financial Group
Portfolio Value $217,024,463
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 197,196 $19,571,697 9.01%
2.
Vanguard Specialized Funds
 93,410 $15,917,098 7.33%
3.
Ishares Trust
 IEF 32,321 $15,437,440 7.11%
4.
Ishares Tr
 105,723 $9,946,423 4.58%
5.
Sector Spdr Trust
 XLB 44,091 $8,486,642 3.91%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)