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
$159M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.37M
3
+$751K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$608K
5
MSFT icon
Microsoft
MSFT
+$570K

Top Sells

1
+$1.87M
2
+$792K
3
+$662K
4
BND icon
Vanguard Total Bond Market
BND
+$377K
5
T icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$251K 0.16%
861
+93
77
$249K 0.16%
11,356
+129
78
$247K 0.16%
+4,185
79
$236K 0.15%
+391
80
$234K 0.15%
4,851
+312
81
$231K 0.15%
4,354
+19
82
$229K 0.14%
+343
83
$228K 0.14%
5,782
84
$228K 0.14%
643
-471
85
$224K 0.14%
+1,378
86
$222K 0.14%
8,340
87
$222K 0.14%
+2,500
88
$217K 0.14%
900
-58
89
$217K 0.14%
711
-295
90
$216K 0.14%
+1,532
91
$213K 0.13%
+6,716
92
$213K 0.13%
+446
93
$211K 0.13%
826
-75
94
$211K 0.13%
+766
95
$210K 0.13%
6,976
+4
96
$207K 0.13%
588
-297
97
$200K 0.13%
+4,928
98
$178K 0.11%
+10,918
99
$60K 0.04%
2,841
+1,705
100
$57K 0.04%
+10,500
1 2 3
4
5