SFP

Sandbox Financial Partners Portfolio holdings

AUM $361M
1-Year Est. Return 19.89%
This Quarter Est. Return
1 Year Est. Return
+19.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$317M
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$8.78M
2
+$4.07M
3
+$2.06M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.2M
5
VUG icon
Vanguard Growth ETF
VUG
+$486K

Top Sells

1
+$8.12M
2
+$3.98M
3
+$2.32M
4
GLD icon
SPDR Gold Trust
GLD
+$1.32M
5
VV icon
Vanguard Large-Cap ETF
VV
+$410K

Sector Composition

1 Technology 25.17%
2 Consumer Discretionary 5.84%
3 Communication Services 3.07%
4 Financials 3.05%
5 Energy 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$940K 0.3%
10,008
+1,118
52
$861K 0.27%
11,698
+62
53
$856K 0.27%
1,618
+95
54
$839K 0.26%
4,080
+20
55
$825K 0.26%
5,764
-73
56
$769K 0.24%
2,529
-36
57
$721K 0.23%
11,785
+1,347
58
$706K 0.22%
5,578
-242
59
$688K 0.22%
10,185
+1,068
60
$613K 0.19%
6,527
-359
61
$609K 0.19%
4,572
-95
62
$609K 0.19%
14,085
+82
63
$608K 0.19%
4,540
+870
64
$608K 0.19%
3,275
-586
65
$596K 0.19%
40,006
+6,539
66
$522K 0.16%
4,998
+159
67
$516K 0.16%
1,409
-28
68
$498K 0.16%
5,868
69
$491K 0.16%
1,682
+1
70
$480K 0.15%
4,384
-446
71
$457K 0.14%
1,075
+1
72
$454K 0.14%
2,852
+10
73
$439K 0.14%
6,737
+1,055
74
$438K 0.14%
10,352
+23
75
$437K 0.14%
2,267
-135
1 2
3
4 5