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
$261M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.66M
3
+$1.61M
4
LLY icon
Eli Lilly
LLY
+$1.11M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$1.06M

Top Sells

1
+$5.34M
2
+$301K
3
+$260K
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$241K
5
ANET icon
Arista Networks
ANET
+$232K

Sector Composition

1 Technology 25.79%
2 Consumer Discretionary 6.3%
3 Communication Services 3.5%
4 Financials 2.61%
5 Healthcare 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$318K 0.12%
+6,607
77
$313K 0.12%
463
+54
78
$308K 0.12%
7,619
+612
79
$294K 0.11%
1,781
+6
80
$291K 0.11%
572
-284
81
$282K 0.11%
9,738
+53
82
$271K 0.1%
6,747
83
$270K 0.1%
3,215
+4
84
$265K 0.1%
1,000
85
$261K 0.1%
2,970
86
$252K 0.1%
+7,386
87
$248K 0.1%
447
-134
88
$241K 0.09%
1,652
-428
89
$239K 0.09%
3,284
-297
90
$235K 0.09%
2,202
+75
91
$210K 0.08%
11,755
+1,143
92
$207K 0.08%
+3,063
93
$207K 0.08%
+6,557
94
$205K 0.08%
3,877
95
$202K 0.08%
1,836
+32
96
$32.9K 0.01%
24,000
97
$8.9K ﹤0.01%
24,833
98
– –
-3,196
99
– –
-4,165
100
– –
-15,383
1 2 3
4
5