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
$261M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.66M
3
+$1.61M
4
LLY icon
Eli Lilly
LLY
+$1.11M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$1.06M

Top Sells

1
+$5.34M
2
+$301K
3
+$260K
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$241K
5
ANET icon
Arista Networks
ANET
+$232K

Sector Composition

1 Technology 25.79%
2 Consumer Discretionary 6.3%
3 Communication Services 3.5%
4 Financials 2.61%
5 Healthcare 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$724K 0.28%
2,706
-67
52
$700K 0.27%
43,684
+8,771
53
$687K 0.26%
16,659
+1,250
54
$628K 0.24%
2,774
+3
55
$597K 0.23%
7,359
+733
56
$597K 0.23%
8,279
+58
57
$590K 0.23%
750
-169
58
$566K 0.22%
14,396
-522
59
$533K 0.2%
3,107
-49
60
$527K 0.2%
2,069
-64
61
$527K 0.2%
4,948
+162
62
$502K 0.19%
4,233
+298
63
$495K 0.19%
1,439
-68
64
$481K 0.18%
2,914
-2
65
$475K 0.18%
+1,901
66
$471K 0.18%
12,398
+35
67
$432K 0.17%
1,655
-9
68
$410K 0.16%
18,799
-827
69
$409K 0.16%
4,709
-199
70
$396K 0.15%
1,087
+1
71
$396K 0.15%
8,492
-1,171
72
$361K 0.14%
772
+116
73
$360K 0.14%
2,131
74
$345K 0.13%
3,447
+53
75
$345K 0.13%
6,254
-539
1 2
3
4 5