SFP
Sandbox Financial Partners Portfolio holdings
AUM
$317M
This Quarter Return
+0.07%
1 Year Return
+18.9%
3 Year Return
+79.81%
5 Year Return
–
10 Year Return
–
AUM
$140M
AUM Growth
+$140M
(+4.4%)
Cap. Flow
+$6.73M
Cap. Flow
% of AUM
4.8%
Top 10 Holdings %
Top 10 Hldgs %
64.93%
Holding
122
New
22
Increased
29
Reduced
38
Closed
23
Top Buys
| 1 |
Vanguard Growth ETF
VUG
|
$5.78M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$3.32M |
| 3 |
iShares Core Dividend Growth ETF
DGRO
|
$2.99M |
| 4 |
Apple
AAPL
|
$1.64M |
| 5 |
Nuveen ESG US Aggregate Bond ETF
NUBD
|
$1.2M |
Top Sells
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$3.46M |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
$2.39M |
| 3 |
Invesco S&P 500 High Beta ETF
SPHB
|
$1.74M |
| 4 |
ARK Innovation ETF
ARKK
|
$664K |
| 5 |
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% |
