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
$283M
AUM Growth
-$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$8.39M
2
+$5.37M
3
+$4.18M
4
GLD icon
SPDR Gold Trust
GLD
+$3.32M
5
TSLA icon
Tesla
TSLA
+$1.54M

Top Sells

1
+$7.86M
2
+$5.52M
3
+$4.74M
4
ITB icon
iShares US Home Construction ETF
ITB
+$3.09M
5
AAPL icon
Apple
AAPL
+$504K

Sector Composition

1 Technology 24.17%
2 Consumer Discretionary 5.68%
3 Financials 3.23%
4 Energy 3.14%
5 Communication Services 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$231K 0.08%
858
+1
102
$229K 0.08%
3,955
+1
103
$211K 0.07%
1,925
-17
104
$205K 0.07%
+3,656
105
$202K 0.07%
1,935
-387
106
$32.5K 0.01%
+27,517
107
$17.5K 0.01%
+30,000
108
$16.3K 0.01%
24,833
109
$15.1K 0.01%
+12,666
110
– –
-7,302
111
– –
-4,760
112
– –
-7,371
113
– –
-21,433
114
– –
-29,929
115
– –
-391
116
– –
-8,652
117
– –
-964
1 2 3 4
5