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
$137M
AUM Growth
-$3.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$412K
3
+$318K
4
VUG icon
Vanguard Growth ETF
VUG
+$239K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$214K

Top Sells

1
+$1.04M
2
+$707K
3
+$386K
4
PFE icon
Pfizer
PFE
+$241K
5
BIDU icon
Baidu
BIDU
+$239K

Sector Composition

1 Technology 32.83%
2 Consumer Discretionary 8.81%
3 Communication Services 3.56%
4 Financials 3.5%
5 Energy 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$357K 0.26%
3,763
52
$334K 0.24%
4,835
-29
53
$333K 0.24%
4,165
54
$325K 0.24%
1,809
-140
55
$318K 0.23%
+1,199
56
$318K 0.23%
674
+196
57
$311K 0.23%
6,693
+1,107
58
$296K 0.22%
2,343
+274
59
$292K 0.21%
4,121
60
$288K 0.21%
746
-43
61
$277K 0.2%
11,667
-940
62
$274K 0.2%
2,152
+1
63
$269K 0.2%
9,695
+55
64
$261K 0.19%
9,155
65
$249K 0.18%
11,244
-2,070
66
$239K 0.17%
740
-11
67
$238K 0.17%
5,041
-717
68
$234K 0.17%
3,297
+671
69
$233K 0.17%
2,994
+347
70
$229K 0.17%
18,850
+1,310
71
$224K 0.16%
8,443
-1,379
72
$224K 0.16%
3,847
-1,500
73
$223K 0.16%
812
+21
74
$216K 0.16%
2,500
75
$211K 0.15%
1,262
+6
1 2
3
4