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
$159M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.37M
3
+$751K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$608K
5
MSFT icon
Microsoft
MSFT
+$570K

Top Sells

1
+$1.87M
2
+$792K
3
+$662K
4
BND icon
Vanguard Total Bond Market
BND
+$377K
5
T icon
AT&T
T
+$366K

Sector Composition

1 Technology 33.35%
2 Consumer Discretionary 10.63%
3 Communication Services 5.74%
4 Financials 5.04%
5 Utilities 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$879K 0.55%
5,550
+114
27
$791K 0.5%
6,804
-184
28
$726K 0.46%
6,361
-6,938
29
$716K 0.45%
1,799
+88
30
$677K 0.42%
6,453
+142
31
$667K 0.42%
5,625
-1,298
32
$661K 0.41%
3,799
+325
33
$659K 0.41%
4,868
-13
34
$656K 0.41%
5,591
+368
35
$591K 0.37%
20,545
+4,292
36
$587K 0.37%
1,168
+126
37
$556K 0.35%
1,860
+554
38
$527K 0.33%
2,000
-100
39
$491K 0.31%
+24,000
40
$484K 0.3%
1,806
+116
41
$465K 0.29%
11,083
+790
42
$455K 0.29%
10,822
-2,852
43
$454K 0.28%
6,896
-507
44
$446K 0.28%
787
+10
45
$443K 0.28%
682
+20
46
$431K 0.27%
6,480
-350
47
$422K 0.26%
3,763
48
$415K 0.26%
2,426
+1,143
49
$394K 0.25%
5,016
+16
50
$393K 0.25%
2,148
-322
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2
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