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
$140M
AUM Growth
+$5.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$5.78M
2
+$3.32M
3
+$2.99M
4
AAPL icon
Apple
AAPL
+$1.64M
5
NUBD icon
Nuveen ESG US Aggregate Bond ETF
NUBD
+$1.2M

Top Sells

1
+$3.46M
2
+$2.39M
3
+$1.74M
4
ARKK icon
ARK Innovation ETF
ARKK
+$664K
5
BND icon
Vanguard Total Bond Market
BND
+$581K

Sector Composition

1 Technology 30.37%
2 Consumer Discretionary 11.34%
3 Communication Services 6.07%
4 Financials 5.23%
5 Energy 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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