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
$238M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$2.67M
2 +$2.36M
3 +$1.83M
4
NVDA icon
NVIDIA
NVDA
+$1.69M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$1.47M

Top Sells

1 +$2.85M
2 +$1.5M
3 +$967K
4
OIH icon
VanEck Oil Services ETF
OIH
+$896K
5
NULV icon
Nuveen ESG Large-Cap Value ETF
NULV
+$559K

Sector Composition

1 Technology 26.09%
2 Consumer Discretionary 6.52%
3 Communication Services 3.06%
4 Financials 3.02%
5 Energy 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,896
102
-15,574
103
-4,221
104
-5,185