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
$238M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$2.36M
3
+$1.83M
4
NVDA icon
NVIDIA
NVDA
+$1.69M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$1.47M

Top Sells

1
+$2.85M
2
+$1.5M
3
+$967K
4
OIH icon
VanEck Oil Services ETF
OIH
+$896K
5
NULV icon
Nuveen ESG Large-Cap Value ETF
NULV
+$559K

Sector Composition

1 Technology 26.09%
2 Consumer Discretionary 6.52%
3 Communication Services 3.06%
4 Financials 3.02%
5 Energy 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.83M 0.77%
+43,346
27
$1.8M 0.76%
4,285
+1,263
28
$1.68M 0.7%
6,006
-463
29
$1.64M 0.69%
8,571
-168
30
$1.56M 0.66%
3,254
+1,206
31
$1.55M 0.65%
11,773
-421
32
$1.5M 0.63%
9,839
+25
33
$1.47M 0.62%
+26,005
34
$1.35M 0.57%
7,962
+1,744
35
$1.29M 0.54%
9,720
+900
36
$1.26M 0.53%
2,181
-195
37
$1.17M 0.49%
13,828
-241
38
$1.11M 0.47%
5,541
+73
39
$1.09M 0.46%
+17,000
40
$1.09M 0.46%
24,105
-1,320
41
$1.07M 0.45%
5,554
-33
42
$1.05M 0.44%
2,191
+13
43
$1.04M 0.44%
6,566
-152
44
$959K 0.4%
22,402
+6,146
45
$905K 0.38%
14,168
-582
46
$843K 0.35%
1,604
+11
47
$721K 0.3%
2,773
+15
48
$701K 0.29%
919
+84
49
$647K 0.27%
15,409
+372
50
$636K 0.27%
4,537
+2,404
1
2
3 4 5