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
$283M
AUM Growth
-$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$8.39M
2
+$5.37M
3
+$4.18M
4
GLD icon
SPDR Gold Trust
GLD
+$3.32M
5
TSLA icon
Tesla
TSLA
+$1.54M

Top Sells

1
+$7.86M
2
+$5.52M
3
+$4.74M
4
ITB icon
iShares US Home Construction ETF
ITB
+$3.09M
5
AAPL icon
Apple
AAPL
+$504K

Sector Composition

1 Technology 24.17%
2 Consumer Discretionary 5.68%
3 Financials 3.23%
4 Energy 3.14%
5 Communication Services 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$809K 0.29%
3,861
+633
52
$766K 0.27%
4,492
-350
53
$705K 0.25%
2,565
-84
54
$696K 0.25%
8,890
-2,110
55
$656K 0.23%
9,117
-750
56
$646K 0.23%
812
+70
57
$635K 0.22%
14,003
-1,513
58
$602K 0.21%
4,667
+51
59
$601K 0.21%
2,910
+3
60
$527K 0.19%
1,437
+31
61
$525K 0.19%
1,681
+21
62
$510K 0.18%
4,839
-220
63
$505K 0.18%
33,467
-5,518
64
$496K 0.18%
6,886
+3,972
65
$489K 0.17%
10,438
+842
66
$484K 0.17%
2,842
-149
67
$465K 0.16%
1,523
+91
68
$430K 0.15%
4,830
-2
69
$420K 0.15%
3,447
+9
70
$417K 0.15%
10,329
-2,142
71
$414K 0.15%
2,402
+268
72
$413K 0.15%
18,600
-523
73
$410K 0.14%
1,594
+157
74
$407K 0.14%
2,453
+834
75
$398K 0.14%
+21,922
1 2
3
4 5