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
$261M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$1.72M
2 +$1.66M
3 +$1.61M
4
LLY icon
Eli Lilly
LLY
+$1.11M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$1.06M

Top Sells

1 +$5.34M
2 +$301K
3 +$260K
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$241K
5
ANET icon
Arista Networks
ANET
+$232K

Sector Composition

1 Technology 25.79%
2 Consumer Discretionary 6.3%
3 Communication Services 3.5%
4 Financials 2.61%
5 Healthcare 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-691
102
-6,051
103
-1,194