SFP

Sandbox Financial Partners Portfolio holdings

AUM $349M
1-Year Est. Return 23.15%
This Quarter Est. Return
1 Year Est. Return
+23.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$845K
2
+$801K
3
+$689K
4
ATER icon
Aterian
ATER
+$549K
5
IHI icon
iShares US Medical Devices ETF
IHI
+$487K

Top Sells

1
+$982K
2
+$783K
3
+$600K
4
ABT icon
Abbott
ABT
+$510K
5
BND icon
Vanguard Total Bond Market
BND
+$507K

Sector Composition

1 Technology 29.32%
2 Consumer Discretionary 12.88%
3 Communication Services 5.88%
4 Financials 5.54%
5 Industrials 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$845K 0.63%
+33,519
27
$841K 0.63%
5,405
+26
28
$810K 0.6%
5,485
+3,057
29
$699K 0.52%
1,971
+352
30
$690K 0.51%
26,815
+12,194
31
$685K 0.51%
13,663
+1,899
32
$579K 0.43%
5,861
+8
33
$558K 0.42%
3,175
+334
34
$549K 0.41%
+3,125
35
$524K 0.39%
4,656
-73
36
$492K 0.37%
1,227
-42
37
$487K 0.36%
+8,094
38
$469K 0.35%
1,925
+214
39
$452K 0.34%
5,460
40
$449K 0.33%
766
41
$448K 0.33%
1,184
+231
42
$443K 0.33%
1,126
+126
43
$418K 0.31%
+1,312
44
$418K 0.31%
4,519
-8,461
45
$389K 0.29%
707
+19
46
$389K 0.29%
1,684
+35
47
$374K 0.28%
4,841
-969
48
$374K 0.28%
1,339
+27
49
$366K 0.27%
4,978
+22
50
$363K 0.27%
1,306
+450
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2
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