SFP

Sandbox Financial Partners Portfolio holdings

AUM $356M
1-Year Est. Return 19.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$2.05M
3
+$1.17M
4
PBW icon
Invesco WilderHill Clean Energy ETF
PBW
+$1.13M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.13M

Top Sells

1
+$1.18M
2
+$1.16M
3
+$875K
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$709K
5
ONCS
OncoSec Medical Incorporated
ONCS
+$484K

Sector Composition

1 Technology 29.21%
2 Consumer Discretionary 11.78%
3 Communication Services 6.34%
4 Financials 5.43%
5 Industrials 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$330K 0.27%
812
+13
52
$325K 0.27%
6,966
-1,536
53
$319K 0.26%
+6,169
54
$303K 0.25%
2,926
+295
55
$289K 0.24%
+2,041
56
$282K 0.23%
1,367
+76
57
$273K 0.22%
1,121
-163
58
$270K 0.22%
1,312
+152
59
$270K 0.22%
1,016
+45
60
$266K 0.22%
1,461
+241
61
$250K 0.21%
+5,170
62
$249K 0.21%
1,091
-65
63
$248K 0.2%
10,976
+130
64
$235K 0.19%
+5,824
65
$230K 0.19%
+13,431
66
$226K 0.19%
6,956
-2,920
67
$225K 0.19%
+856
68
$223K 0.18%
1,576
-185
69
$221K 0.18%
+1,352
70
$211K 0.17%
+7,572
71
$209K 0.17%
+8,340
72
$202K 0.17%
+5,088
73
$190K 0.16%
+11,991
74
$186K 0.15%
+10,798
75
$184K 0.15%
+1,074
1 2
3
4