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
$261M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.66M
3
+$1.61M
4
LLY icon
Eli Lilly
LLY
+$1.11M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$1.06M

Top Sells

1
+$5.34M
2
+$301K
3
+$260K
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$241K
5
ANET icon
Arista Networks
ANET
+$232K

Sector Composition

1 Technology 25.79%
2 Consumer Discretionary 6.3%
3 Communication Services 3.5%
4 Financials 2.61%
5 Healthcare 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.2M 0.84%
40,317
+6,984
27
$1.98M 0.76%
10,811
+972
28
$1.92M 0.74%
46,818
+3,472
29
$1.77M 0.68%
3,541
+287
30
$1.7M 0.65%
10,600
+880
31
$1.64M 0.63%
4,034
-251
32
$1.62M 0.62%
2,209
+28
33
$1.61M 0.62%
6,121
+115
34
$1.53M 0.59%
8,868
+297
35
$1.47M 0.56%
11,880
+107
36
$1.36M 0.52%
8,267
+305
37
$1.29M 0.49%
13,908
+80
38
$1.14M 0.44%
24,454
+349
39
$1.13M 0.43%
5,566
+25
40
$1.09M 0.42%
17,720
+720
41
$1.06M 0.41%
1,252
+555
42
$1.04M 0.4%
14,635
+467
43
$977K 0.37%
2,215
+24
44
$966K 0.37%
5,310
-244
45
$951K 0.36%
22,347
-55
46
$919K 0.35%
5,876
-690
47
$893K 0.34%
1,633
+29
48
$854K 0.33%
5,982
+3,747
49
$767K 0.29%
4,827
+290
50
$740K 0.28%
+11,806
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2
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