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
$134M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$845K
2
+$801K
3
+$689K
4
ATER icon
Aterian
ATER
+$549K
5
IHI icon
iShares US Medical Devices ETF
IHI
+$487K

Top Sells

1
+$982K
2
+$783K
3
+$600K
4
ABT icon
Abbott
ABT
+$510K
5
BND icon
Vanguard Total Bond Market
BND
+$507K

Sector Composition

1 Technology 29.32%
2 Consumer Discretionary 12.88%
3 Communication Services 5.88%
4 Financials 5.54%
5 Industrials 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$346K 0.26%
809
-3
52
$343K 0.26%
+6,445
53
$340K 0.25%
5,626
54
$337K 0.25%
1,249
+128
55
$330K 0.25%
6,920
+1,750
56
$324K 0.24%
14,907
-7,465
57
$320K 0.24%
1,028
+12
58
$319K 0.24%
+5,267
59
$315K 0.23%
+2,787
60
$313K 0.23%
+2,712
61
$310K 0.23%
2,959
+33
62
$299K 0.22%
+5,724
63
$291K 0.22%
+133
64
$280K 0.21%
1,278
-10
65
$279K 0.21%
+956
66
$275K 0.2%
+14,165
67
$273K 0.2%
1,689
+113
68
$273K 0.2%
+1,527
69
$273K 0.2%
+635
70
$271K 0.2%
6,509
+340
71
$268K 0.2%
11,098
+122
72
$259K 0.19%
+990
73
$250K 0.19%
+6,814
74
$249K 0.19%
+8,193
75
$239K 0.18%
+8,423
1 2
3
4 5