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
$140M
AUM Growth
+$5.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$5.78M
2
+$3.32M
3
+$2.99M
4
AAPL icon
Apple
AAPL
+$1.64M
5
NUBD icon
Nuveen ESG US Aggregate Bond ETF
NUBD
+$1.2M

Top Sells

1
+$3.46M
2
+$2.39M
3
+$1.74M
4
ARKK icon
ARK Innovation ETF
ARKK
+$664K
5
BND icon
Vanguard Total Bond Market
BND
+$581K

Sector Composition

1 Technology 30.37%
2 Consumer Discretionary 11.34%
3 Communication Services 6.07%
4 Financials 5.23%
5 Energy 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$243K 0.17%
11,227
+129
77
$237K 0.17%
5,594
+492
78
$232K 0.17%
+4,335
79
$229K 0.16%
885
-15
80
$228K 0.16%
8,340
81
$224K 0.16%
+5,782
82
$223K 0.16%
908
-2
83
$213K 0.15%
+958
84
$211K 0.15%
4,539
-297
85
$210K 0.15%
+466
86
$209K 0.15%
+6,972
87
$207K 0.15%
1,283
-66
88
$207K 0.15%
+768
89
$87K 0.06%
12,185
-1,050
90
$74K 0.05%
20,000
91
$53K 0.04%
+1,136
92
$34K 0.02%
+91,950
93
$32K 0.02%
200
94
$3K ﹤0.01%
+58
95
– –
-4,097
96
– –
-11,292
97
– –
-11,982
98
– –
0
99
– –
-990
100
– –
-15,501
1 2 3
4
5