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
$140M
AUM Growth
+$5.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$5.78M
2
+$3.32M
3
+$2.99M
4
AAPL icon
Apple
AAPL
+$1.64M
5
NUBD icon
Nuveen ESG US Aggregate Bond ETF
NUBD
+$1.2M

Top Sells

1
+$3.46M
2
+$2.39M
3
+$1.74M
4
ARKK icon
ARK Innovation ETF
ARKK
+$664K
5
BND icon
Vanguard Total Bond Market
BND
+$581K

Sector Composition

1 Technology 30.37%
2 Consumer Discretionary 11.34%
3 Communication Services 6.07%
4 Financials 5.23%
5 Energy 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$389K 0.28%
+3,763
52
$384K 0.27%
1,114
-70
53
$366K 0.26%
17,945
+3,038
54
$365K 0.26%
5,000
+22
55
$360K 0.26%
+5,684
56
$356K 0.25%
1,306
57
$349K 0.25%
5,626
58
$343K 0.24%
799
-10
59
$331K 0.24%
6,830
-90
60
$325K 0.23%
+10,255
61
$322K 0.23%
+5,244
62
$319K 0.23%
+2,285
63
$315K 0.22%
2,889
+102
64
$298K 0.21%
+738
65
$298K 0.21%
1,704
+15
66
$296K 0.21%
1,115
-134
67
$291K 0.21%
4,146
-695
68
$282K 0.2%
715
-411
69
$281K 0.2%
1,093
-246
70
$276K 0.2%
+1,006
71
$275K 0.2%
3,685
-834
72
$273K 0.19%
115
-18
73
$272K 0.19%
1,283
+5
74
$260K 0.19%
901
-127
75
$246K 0.18%
2,139
-573
1 2
3
4 5