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
$283M
AUM Growth
-$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$8.39M
2
+$5.37M
3
+$4.18M
4
GLD icon
SPDR Gold Trust
GLD
+$3.32M
5
TSLA icon
Tesla
TSLA
+$1.54M

Top Sells

1
+$7.86M
2
+$5.52M
3
+$4.74M
4
ITB icon
iShares US Home Construction ETF
ITB
+$3.09M
5
AAPL icon
Apple
AAPL
+$504K

Sector Composition

1 Technology 24.17%
2 Consumer Discretionary 5.68%
3 Financials 3.23%
4 Energy 3.14%
5 Communication Services 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$388K 0.14%
1,074
-65
77
$382K 0.14%
5,868
-250
78
$373K 0.13%
7,855
-657
79
$362K 0.13%
6,204
-134,733
80
$358K 0.13%
6,309
+17
81
$350K 0.12%
784
+4
82
$342K 0.12%
367
+28
83
$337K 0.12%
3,088
+118
84
$329K 0.12%
5,682
+1,633
85
$327K 0.12%
1,549
-204
86
$326K 0.12%
9,548
-555
87
$317K 0.11%
2,726
-47,395
88
$310K 0.11%
3,534
+38
89
$305K 0.11%
7,716
+186
90
$299K 0.11%
6,747
91
$292K 0.1%
1,000
92
$277K 0.1%
3,309
+8
93
$267K 0.09%
6,955
-5,812
94
$263K 0.09%
2,811
-413
95
$261K 0.09%
+4,439
96
$256K 0.09%
2,283
+2
97
$247K 0.09%
471
-64
98
$243K 0.09%
1,618
-198
99
$234K 0.08%
+3,218
100
$231K 0.08%
13,857
1 2 3
4
5