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
$145M
AUM Growth
+$7.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$6.47M
2
+$604K
3
+$520K
4
VTV icon
Vanguard Value ETF
VTV
+$515K
5
BND icon
Vanguard Total Bond Market
BND
+$508K

Top Sells

1
+$891K
2
+$483K
3
+$401K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$339K
5
TSLA icon
Tesla
TSLA
+$318K

Sector Composition

1 Technology 29%
2 Consumer Discretionary 5.81%
3 Energy 4.02%
4 Financials 3.64%
5 Utilities 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$208K 0.14%
1,731
-1,688
77
$208K 0.14%
+2,168
78
$207K 0.14%
+6,904
79
$205K 0.14%
+870
80
$204K 0.14%
3,877
-1,164
81
$203K 0.14%
+4,262
82
$202K 0.14%
+1,016
83
$196K 0.14%
24,000
84
$176K 0.12%
+15,771
85
$150K 0.1%
10,225
+178
86
$78K 0.05%
24,833
87
$46.2K 0.03%
5,000
88
$19.6K 0.01%
12,800
89
$4.5K ﹤0.01%
20,000
90
– –
-1,136
91
– –
-8,443
92
– –
-1,199
93
– –
-5,803
94
– –
-4,161
95
– –
-812
1 2 3
4