SFP
Sandbox Financial Partners Portfolio holdings
AUM
$317M
This Quarter Return
-4.01%
1 Year Return
+18.9%
3 Year Return
+79.81%
5 Year Return
–
10 Year Return
–
AUM
$189M
AUM Growth
+$189M
(-1.2%)
Cap. Flow
+$6.72M
Cap. Flow
% of AUM
3.55%
Top 10 Holdings %
Top 10 Hldgs %
63.64%
Holding
96
New
1
Increased
47
Reduced
33
Closed
11
Top Buys
| 1 |
Vanguard Growth ETF
VUG
|
$1.36M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.33M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$986K |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$736K |
| 5 |
Vanguard Value ETF
VTV
|
$708K |
Top Sells
| 1 |
Lockheed Martin
LMT
|
$362K |
| 2 |
Alibaba
BABA
|
$347K |
| 3 |
BP
BP
|
$283K |
| 4 |
AbbVie
ABBV
|
$272K |
| 5 |
Chevron
CVX
|
$269K |
Sector Composition
| 1 | Technology | 28.09% |
| 2 | Consumer Discretionary | 5.86% |
| 3 | Energy | 3.34% |
| 4 | Financials | 2.93% |
| 5 | Communication Services | 2.39% |
