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
$238M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$2.36M
3
+$1.83M
4
NVDA icon
NVIDIA
NVDA
+$1.69M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$1.47M

Top Sells

1
+$2.85M
2
+$1.5M
3
+$967K
4
OIH icon
VanEck Oil Services ETF
OIH
+$896K
5
NULV icon
Nuveen ESG Large-Cap Value ETF
NULV
+$559K

Sector Composition

1 Technology 26.09%
2 Consumer Discretionary 6.52%
3 Communication Services 3.06%
4 Financials 3.02%
5 Energy 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$620K 0.26%
14,918
-4,711
52
$601K 0.25%
2,133
+144
53
$597K 0.25%
8,221
+4,136
54
$590K 0.25%
+34,913
55
$578K 0.24%
1,507
+6
56
$577K 0.24%
2,771
-14
57
$575K 0.24%
3,156
+12
58
$515K 0.22%
4,786
-2,625
59
$511K 0.21%
697
+18
60
$505K 0.21%
+6,626
61
$476K 0.2%
3,935
-8
62
$476K 0.2%
12,363
+32
63
$473K 0.2%
2,916
+12
64
$455K 0.19%
9,663
-4,314
65
$431K 0.18%
19,626
-1,165
66
$423K 0.18%
856
-176
67
$419K 0.18%
4,908
+553
68
$393K 0.17%
6,793
-896
69
$374K 0.16%
1,664
+278
70
$373K 0.16%
2,131
+1
71
$366K 0.15%
1,086
+1
72
$329K 0.14%
2,080
+7
73
$328K 0.14%
3,394
+44
74
$311K 0.13%
1,775
+11
75
$301K 0.13%
4,165
1 2
3
4 5