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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 $322,815,426
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 56,657 $33,352,755 10.33%
2.
Ishares Trust
 IEF 225,803 $21,880,313 6.77%
3.
Microsoft Corp
 MSFT 44,309 $18,676,365 5.78%
4.
Vanguard Specialized Funds
 90,777 $17,776,790 5.5%
5.
Ishares Tr
 606,781 $13,943,828 4.31%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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)