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
$140M
AUM Growth
+$5.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$5.78M
2
+$3.32M
3
+$2.99M
4
AAPL icon
Apple
AAPL
+$1.64M
5
NUBD icon
Nuveen ESG US Aggregate Bond ETF
NUBD
+$1.2M

Top Sells

1
+$3.46M
2
+$2.39M
3
+$1.74M
4
ARKK icon
ARK Innovation ETF
ARKK
+$664K
5
BND icon
Vanguard Total Bond Market
BND
+$581K

Sector Composition

1 Technology 30.37%
2 Consumer Discretionary 11.34%
3 Communication Services 6.07%
4 Financials 5.23%
5 Energy 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.14M 0.81%
8,582
+1,704
27
$961K 0.69%
6,923
-2,187
28
$890K 0.63%
5,436
+31
29
$812K 0.58%
+6,988
30
$670K 0.48%
2,100
+1,564
31
$616K 0.44%
6,311
+450
32
$613K 0.44%
1,711
-260
33
$595K 0.42%
+13,674
34
$530K 0.38%
5,223
+2,264
35
$527K 0.38%
4,881
+225
36
$519K 0.37%
3,474
-2,011
37
$477K 0.34%
+4,961
38
$465K 0.33%
7,403
-691
39
$461K 0.33%
10,293
-3,370
40
$460K 0.33%
1,919
-6
41
$450K 0.32%
+2,470
42
$447K 0.32%
777
+11
43
$429K 0.31%
2,536
-639
44
$413K 0.29%
4,795
-665
45
$413K 0.29%
16,253
-10,562
46
$412K 0.29%
662
-45
47
$408K 0.29%
1,690
+6
48
$407K 0.29%
1,042
-185
49
$405K 0.29%
16,347
-17,172
50
$389K 0.28%
1,185
-127
1
2
3 4 5