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
$283M
AUM Growth
-$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$8.39M
2
+$5.37M
3
+$4.18M
4
GLD icon
SPDR Gold Trust
GLD
+$3.32M
5
TSLA icon
Tesla
TSLA
+$1.54M

Top Sells

1
+$7.86M
2
+$5.52M
3
+$4.74M
4
ITB icon
iShares US Home Construction ETF
ITB
+$3.09M
5
AAPL icon
Apple
AAPL
+$504K

Sector Composition

1 Technology 24.17%
2 Consumer Discretionary 5.68%
3 Financials 3.23%
4 Energy 3.14%
5 Communication Services 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.66M 0.94%
48,500
+1,673
27
$2.64M 0.93%
52,999
+593
28
$2.5M 0.88%
49,189
+1,304
29
$2.5M 0.88%
16,160
+73
30
$2.23M 0.79%
8,980
+88
31
$2.21M 0.78%
4,142
-325
32
$2.1M 0.74%
5,988
+45
33
$1.95M 0.69%
3,797
+128
34
$1.89M 0.67%
2,002
+15
35
$1.73M 0.61%
6,683
+5,944
36
$1.69M 0.6%
10,808
+312
37
$1.67M 0.59%
11,959
-133
38
$1.6M 0.57%
9,564
-289
39
$1.55M 0.55%
21,401
+583
40
$1.46M 0.52%
5,946
+267
41
$1.27M 0.45%
13,659
-137
42
$1.2M 0.42%
2,195
+1
43
$1.2M 0.42%
6,933
-514
44
$1.03M 0.36%
14,476
-398
45
$976K 0.34%
5,837
+98
46
$933K 0.33%
1,660
+6
47
$887K 0.31%
18,999
-1,815
48
$878K 0.31%
20,276
-3,147
49
$864K 0.31%
4,317
-95
50
$855K 0.3%
11,636
+163
1
2
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