SFP

Sandbox Financial Partners Portfolio holdings

AUM $361M
1-Year Est. Return 19.89%
This Quarter Est. Return
1 Year Est. Return
+19.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$317M
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$8.78M
2
+$4.07M
3
+$2.06M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.2M
5
VUG icon
Vanguard Growth ETF
VUG
+$486K

Top Sells

1
+$8.12M
2
+$3.98M
3
+$2.32M
4
GLD icon
SPDR Gold Trust
GLD
+$1.32M
5
VV icon
Vanguard Large-Cap ETF
VV
+$410K

Sector Composition

1 Technology 25.17%
2 Consumer Discretionary 5.84%
3 Communication Services 3.07%
4 Financials 3.05%
5 Energy 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$410K 0.13%
3,472
+25
77
$398K 0.13%
+7,429
78
$388K 0.12%
+2,059
79
$386K 0.12%
17,354
-1,246
80
$384K 0.12%
6,326
+17
81
$369K 0.12%
7,771
-84
82
$350K 0.11%
+4,494
83
$344K 0.11%
3,517
-17
84
$344K 0.11%
+8,320
85
$321K 0.1%
3,437
+219
86
$320K 0.1%
3,089
+1
87
$320K 0.1%
2,097
-356
88
$310K 0.1%
669
-115
89
$306K 0.1%
1,099
-450
90
$302K 0.1%
3,317
+8
91
$298K 0.09%
9,596
+48
92
$287K 0.09%
1,000
93
$286K 0.09%
6,747
94
$281K 0.09%
+552
95
$281K 0.09%
+2,832
96
$272K 0.09%
6,681
-274
97
$271K 0.09%
2,691
-80,646
98
$268K 0.08%
2,852
+41
99
$261K 0.08%
4,439
100
$253K 0.08%
2,282
-1
2 3
4
5 6