SFP

Sandbox Financial Partners Portfolio holdings

AUM $361M
1-Year Est. Return 19.89%
This Quarter Est. Return
1 Year Est. Return
+19.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$317M
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$8.78M
2
+$4.07M
3
+$2.06M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.2M
5
VUG icon
Vanguard Growth ETF
VUG
+$486K

Top Sells

1
+$8.12M
2
+$3.98M
3
+$2.32M
4
GLD icon
SPDR Gold Trust
GLD
+$1.32M
5
VV icon
Vanguard Large-Cap ETF
VV
+$410K

Sector Composition

1 Technology 25.17%
2 Consumer Discretionary 5.84%
3 Communication Services 3.07%
4 Financials 3.05%
5 Energy 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.8M 0.88%
53,466
+467
27
$2.79M 0.88%
10,105
+541
28
$2.77M 0.87%
15,709
-451
29
$2.65M 0.84%
9,003
+23
30
$2.63M 0.83%
8,626
-4,328
31
$2.56M 0.81%
46,435
-2,065
32
$2.24M 0.71%
3,936
+139
33
$2.17M 0.69%
6,847
+164
34
$2.12M 0.67%
5,970
-18
35
$2.08M 0.66%
2,102
+100
36
$2.06M 0.65%
+34,514
37
$2M 0.63%
4,114
-28
38
$1.83M 0.58%
10,344
-464
39
$1.8M 0.57%
12,042
+83
40
$1.74M 0.55%
5,994
+48
41
$1.62M 0.51%
21,271
-130
42
$1.51M 0.47%
13,675
+16
43
$1.23M 0.39%
2,193
-2
44
$1.11M 0.35%
4,321
+4
45
$1.1M 0.35%
6,034
-899
46
$1.03M 0.33%
1,663
+3
47
$1.03M 0.32%
19,024
+25
48
$990K 0.31%
14,261
-215
49
$976K 0.31%
22,401
+2,125
50
$941K 0.3%
4,492
1
2
3 4 5