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
$137M
AUM Growth
-$3.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$412K
3
+$318K
4
VUG icon
Vanguard Growth ETF
VUG
+$239K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$214K

Top Sells

1
+$1.04M
2
+$707K
3
+$386K
4
PFE icon
Pfizer
PFE
+$241K
5
BIDU icon
Baidu
BIDU
+$239K

Sector Composition

1 Technology 32.83%
2 Consumer Discretionary 8.81%
3 Communication Services 3.56%
4 Financials 3.5%
5 Energy 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$739K 0.54%
2,767
+342
27
$682K 0.5%
5,081
+281
28
$672K 0.49%
21,759
+5,112
29
$653K 0.48%
1,988
-50
30
$629K 0.46%
5,194
-2
31
$606K 0.44%
5,910
+253
32
$587K 0.43%
990
+33
33
$574K 0.42%
5,489
-369
34
$572K 0.42%
2,706
-29
35
$572K 0.42%
6,148
+7
36
$559K 0.41%
17,447
+3,284
37
$551K 0.4%
1,091
+21
38
$505K 0.37%
1,830
+80
39
$495K 0.36%
9,653
+1,378
40
$464K 0.34%
3,419
-645
41
$452K 0.33%
9,036
+403
42
$448K 0.33%
8,945
-2,295
43
$441K 0.32%
2,702
+397
44
$413K 0.3%
1,545
-272
45
$412K 0.3%
+1,149
46
$405K 0.3%
1,756
+47
47
$402K 0.29%
9,050
+50
48
$401K 0.29%
4,161
-169
49
$400K 0.29%
3,370
-35
50
$371K 0.27%
5,454
+1
1
2
3 4