SFP
Sandbox Financial Partners Portfolio holdings
AUM
$317M
This Quarter Return
-4.32%
1 Year Return
+18.9%
3 Year Return
+79.81%
5 Year Return
–
10 Year Return
–
AUM
$283M
AUM Growth
+$283M
(-5.6%)
Cap. Flow
-$429K
Cap. Flow
% of AUM
-0.15%
Top 10 Holdings %
Top 10 Hldgs %
53.87%
Holding
117
New
10
Increased
48
Reduced
47
Closed
8
Top Buys
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$8.39M |
| 2 |
iShares MSCI ACWI ex US ETF
ACWX
|
$5.37M |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$4.18M |
| 4 |
SPDR Gold Trust
GLD
|
$3.32M |
| 5 |
Tesla
TSLA
|
$1.54M |
Top Sells
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$7.86M |
| 2 |
iShares MSCI ACWI ETF
ACWI
|
$5.52M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$4.74M |
| 4 |
iShares US Home Construction ETF
ITB
|
$3.09M |
| 5 |
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% |
