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
$189M
AUM Growth
-$2.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.33M
3
+$986K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$736K
5
VTV icon
Vanguard Value ETF
VTV
+$708K

Top Sells

1
+$362K
2
+$347K
3
+$283K
4
ABBV icon
AbbVie
ABBV
+$272K
5
CVX icon
Chevron
CVX
+$269K

Sector Composition

1 Technology 28.09%
2 Consumer Discretionary 5.86%
3 Energy 3.34%
4 Financials 2.93%
5 Communication Services 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.15M 0.61%
12,774
+828
27
$1.15M 0.61%
34,288
+2,885
28
$1.14M 0.61%
6,787
-1,594
29
$1.07M 0.56%
3,043
+170
30
$1.04M 0.55%
7,375
+3,118
31
$1.02M 0.54%
5,332
-4
32
$1.02M 0.54%
2,962
+74
33
$980K 0.52%
9,558
-482
34
$976K 0.52%
14,262
+223
35
$868K 0.46%
2,193
-12
36
$823K 0.44%
1,532
+497
37
$789K 0.42%
5,438
-154
38
$788K 0.42%
22,619
+2,268
39
$756K 0.4%
1,926
-61
40
$756K 0.4%
17,370
+2,100
41
$739K 0.39%
1,722
-79
42
$698K 0.37%
8,400
-630
43
$591K 0.31%
1,969
+275
44
$576K 0.3%
12,719
+2,986
45
$569K 0.3%
17,569
-3,594
46
$556K 0.29%
2,109
-108
47
$553K 0.29%
26,203
-569
48
$545K 0.29%
1,521
+257
49
$534K 0.28%
2,504
+9
50
$510K 0.27%
1,011
-147
1
2
3 4