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
$189M
AUM Growth
-$2.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.33M
3
+$986K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$736K
5
VTV icon
Vanguard Value ETF
VTV
+$708K

Top Sells

1
+$362K
2
+$347K
3
+$283K
4
ABBV icon
AbbVie
ABBV
+$272K
5
CVX icon
Chevron
CVX
+$269K

Sector Composition

1 Technology 28.09%
2 Consumer Discretionary 5.86%
3 Energy 3.34%
4 Financials 2.93%
5 Communication Services 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$499K 0.26%
9,974
+550
52
$467K 0.25%
3,130
-1,828
53
$460K 0.24%
11,267
-1,382
54
$456K 0.24%
9,581
+1,933
55
$456K 0.24%
2,781
+1
56
$451K 0.24%
1,492
+1
57
$442K 0.23%
2,838
-651
58
$430K 0.23%
769
+202
59
$419K 0.22%
2,874
+12
60
$400K 0.21%
3,875
+7
61
$400K 0.21%
+11,544
62
$398K 0.21%
5,706
-1,592
63
$393K 0.21%
1,848
-5
64
$391K 0.21%
12,292
+37
65
$366K 0.19%
1,375
+26
66
$366K 0.19%
647
-39
67
$344K 0.18%
2,028
+13
68
$310K 0.16%
6,160
+802
69
$305K 0.16%
2,127
+1
70
$301K 0.16%
3,415
+15
71
$296K 0.16%
4,345
+35
72
$275K 0.15%
5,664
-504
73
$264K 0.14%
9,641
-300
74
$263K 0.14%
1,053
+164
75
$260K 0.14%
4,046
+3
1 2
3
4