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
$134M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$845K
2
+$801K
3
+$689K
4
ATER icon
Aterian
ATER
+$549K
5
IHI icon
iShares US Medical Devices ETF
IHI
+$487K

Top Sells

1
+$982K
2
+$783K
3
+$600K
4
ABT icon
Abbott
ABT
+$510K
5
BND icon
Vanguard Total Bond Market
BND
+$507K

Sector Composition

1 Technology 29.32%
2 Consumer Discretionary 12.88%
3 Communication Services 5.88%
4 Financials 5.54%
5 Industrials 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$229K 0.17%
+910
77
$227K 0.17%
4,836
-2,130
78
$222K 0.17%
1,349
-3
79
$221K 0.16%
+4,097
80
$220K 0.16%
8,340
81
$212K 0.16%
11,062
+264
82
$211K 0.16%
+536
83
$211K 0.16%
+872
84
$211K 0.16%
+4,183
85
$210K 0.16%
5,102
+14
86
$204K 0.15%
+900
87
$204K 0.15%
+4,413
88
$178K 0.13%
11,982
-9
89
$157K 0.12%
2,334
90
$124K 0.09%
851
-223
91
$123K 0.09%
13,235
-1,145
92
$121K 0.09%
+11,292
93
$86K 0.06%
20,000
94
$63K 0.05%
15,501
-2,700
95
$46K 0.03%
+200
96
– –
-13,431
97
– –
0
98
– –
-3,478
99
– –
-15,540
100
– –
-2,041
1 2 3
4
5