SFP
Sandbox Financial Partners Portfolio holdings
AUM
$317M
This Quarter Return
+11.74%
1 Year Return
+18.9%
3 Year Return
+79.81%
5 Year Return
–
10 Year Return
–
AUM
$159M
AUM Growth
+$159M
(+14%)
Cap. Flow
+$5.22M
Cap. Flow
% of AUM
3.28%
Top 10 Holdings %
Top 10 Hldgs %
67.6%
Holding
117
New
20
Increased
47
Reduced
30
Closed
11
Top Buys
| 1 |
Apple
AAPL
|
$1.57M |
| 2 |
Vanguard Growth ETF
VUG
|
$1.37M |
| 3 |
NextEra Energy, Inc.
NEE
|
$751K |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$608K |
| 5 |
Microsoft
MSFT
|
$570K |
Top Sells
| 1 |
ARK Innovation ETF
ARKK
|
$1.87M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$792K |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
$662K |
| 4 |
Vanguard Total Bond Market
BND
|
$377K |
| 5 |
AT&T
T
|
$366K |
Sector Composition
| 1 | Technology | 33.35% |
| 2 | Consumer Discretionary | 10.63% |
| 3 | Communication Services | 5.74% |
| 4 | Financials | 5.04% |
| 5 | Utilities | 2.7% |
