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
$145M
AUM Growth
+$7.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$6.47M
2
+$604K
3
+$520K
4
VTV icon
Vanguard Value ETF
VTV
+$515K
5
BND icon
Vanguard Total Bond Market
BND
+$508K

Top Sells

1
+$891K
2
+$483K
3
+$401K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$339K
5
TSLA icon
Tesla
TSLA
+$318K

Sector Composition

1 Technology 29%
2 Consumer Discretionary 5.81%
3 Energy 4.02%
4 Financials 3.64%
5 Utilities 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$367K 0.25%
7,330
-1,706
52
$358K 0.25%
1,872
+63
53
$349K 0.24%
953
+213
54
$335K 0.23%
1,258
-287
55
$328K 0.23%
4,157
+36
56
$311K 0.22%
682
+8
57
$302K 0.21%
9,720
+25
58
$301K 0.21%
+1,404
59
$296K 0.2%
6,332
-361
60
$290K 0.2%
8,305
-850
61
$274K 0.19%
2,066
-86
62
$271K 0.19%
1,264
+2
63
$264K 0.18%
18,040
-810
64
$259K 0.18%
4,217
-618
65
$255K 0.18%
664
-485
66
$252K 0.17%
3,502
+205
67
$244K 0.17%
3,847
68
$238K 0.16%
2,805
-189
69
$238K 0.16%
9,447
-1,797
70
$237K 0.16%
2,500
71
$237K 0.16%
9,824
-1,843
72
$223K 0.15%
4,365
-4,580
73
$216K 0.15%
+6,525
74
$213K 0.15%
+4,156
75
$211K 0.15%
543
+3
1 2
3
4