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
$300M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$1.45M
3
+$1.33M
4
LB
LandBridge Co
LB
+$637K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$575K

Top Sells

1
+$2.65M
2
+$978K
3
+$523K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$419K
5
AMZN icon
Amazon
AMZN
+$351K

Sector Composition

1 Technology 26.06%
2 Consumer Discretionary 5.67%
3 Financials 3.08%
4 Communication Services 3.02%
5 Energy 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$787K 0.26%
742
-10
52
$768K 0.26%
2,649
-61
53
$736K 0.25%
4,412
-1,439
54
$676K 0.23%
2,907
+120
55
$637K 0.21%
+9,867
56
$637K 0.21%
38,985
-12,377
57
$620K 0.21%
15,516
-1,263
58
$589K 0.2%
4,616
+299
59
$574K 0.19%
3,228
+111
60
$547K 0.18%
1,406
+1
61
$539K 0.18%
5,059
-321
62
$535K 0.18%
12,767
-551
63
$509K 0.17%
9,596
+1,340
64
$503K 0.17%
12,471
+38
65
$501K 0.17%
2,991
+62
66
$484K 0.16%
4,832
+159
67
$481K 0.16%
1,660
-271
68
$471K 0.16%
1,432
-9
69
$457K 0.15%
1,139
+1
70
$453K 0.15%
6,118
+10
71
$425K 0.14%
1,753
-164
72
$416K 0.14%
19,123
+185
73
$405K 0.14%
2,134
+2
74
$395K 0.13%
8,512
+210
75
$387K 0.13%
1,437
-11
1 2
3
4 5