SFP

Sandbox Financial Partners Portfolio holdings

AUM $356M
1-Year Est. Return 19.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.83%
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
+$846K
2
+$794K
3
+$731K
4
VUG icon
Vanguard Growth ETF
VUG
+$654K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$477K

Top Sells

1
+$982K
2
+$719K
3
+$600K
4
ABT icon
Abbott
ABT
+$510K
5
BND icon
Vanguard Total Bond Market
BND
+$503K

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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104
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0
105
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106
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107
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108
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0
109
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110
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111
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112
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0
113
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-13,431
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5