SFP

Sandbox Financial Partners Portfolio holdings

AUM $349M
1-Year Est. Return 23.15%
This Quarter Est. Return
1 Year Est. Return
+23.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.37M
3
+$751K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$608K
5
MSFT icon
Microsoft
MSFT
+$570K

Top Sells

1
+$1.87M
2
+$792K
3
+$662K
4
BND icon
Vanguard Total Bond Market
BND
+$377K
5
T icon
AT&T
T
+$366K

Sector Composition

1 Technology 33.35%
2 Consumer Discretionary 10.63%
3 Communication Services 5.74%
4 Financials 5.04%
5 Utilities 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$51K 0.03%
20,000
102
$15K 0.01%
200
103
$5K ﹤0.01%
+20,000
104
– –
-1,704
105
– –
-12,185
106
– –
-5,244
107
– –
0
108
– –
-17,945
109
– –
0
110
– –
0
111
– –
-91,950
112
– –
-2,139
113
– –
-1,093
114
– –
-908
115
– –
-16,879
116
– –
-3,685
117
– –
-58
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5