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
$159M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.37M
3
+$751K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$608K
5
MSFT icon
Microsoft
MSFT
+$570K

Top Sells

1
+$1.87M
2
+$792K
3
+$662K
4
BND icon
Vanguard Total Bond Market
BND
+$377K
5
T icon
AT&T
T
+$366K

Sector Composition

1 Technology 33.35%
2 Consumer Discretionary 10.63%
3 Communication Services 5.74%
4 Financials 5.04%
5 Utilities 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$386K 0.24%
5,626
52
$370K 0.23%
4,081
-880
53
$359K 0.23%
821
+106
54
$358K 0.22%
861
+123
55
$358K 0.22%
13,269
-3,078
56
$354K 0.22%
10,300
+45
57
$352K 0.22%
3,075
+186
58
$342K 0.21%
720
-79
59
$340K 0.21%
3,711
-435
60
$340K 0.21%
5,093
-591
61
$328K 0.21%
2,006
-279
62
$328K 0.21%
1,122
+7
63
$325K 0.2%
+11,050
64
$324K 0.2%
4,100
-695
65
$320K 0.2%
+1,773
66
$316K 0.2%
7,106
+1,512
67
$314K 0.2%
2,030
-506
68
$304K 0.19%
+4,807
69
$303K 0.19%
1,875
-44
70
$297K 0.19%
1,424
+141
71
$290K 0.18%
+4,000
72
$277K 0.17%
+7,130
73
$276K 0.17%
+3,861
74
$267K 0.17%
470
+4
75
$264K 0.17%
110
-5
1 2
3
4 5