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
$134M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$845K
2
+$801K
3
+$689K
4
ATER icon
Aterian
ATER
+$549K
5
IHI icon
iShares US Medical Devices ETF
IHI
+$487K

Top Sells

1
+$982K
2
+$783K
3
+$600K
4
ABT icon
Abbott
ABT
+$510K
5
BND icon
Vanguard Total Bond Market
BND
+$507K

Sector Composition

1 Technology 29.32%
2 Consumer Discretionary 12.88%
3 Communication Services 5.88%
4 Financials 5.54%
5 Industrials 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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-5,824
102
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103
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104
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0
105
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-1,091
106
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-9,927
107
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-1,461
108
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0
109
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-2,041
110
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-15,540
111
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-6,956
112
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0
113
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-13,431
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5