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
$317M
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$8.78M
2
+$4.07M
3
+$2.06M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.2M
5
VUG icon
Vanguard Growth ETF
VUG
+$486K

Top Sells

1
+$8.12M
2
+$3.98M
3
+$2.32M
4
GLD icon
SPDR Gold Trust
GLD
+$1.32M
5
VV icon
Vanguard Large-Cap ETF
VV
+$410K

Sector Composition

1 Technology 25.17%
2 Consumer Discretionary 5.84%
3 Communication Services 3.07%
4 Financials 3.05%
5 Energy 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$253K 0.08%
793
-65
102
$251K 0.08%
11,057
-10,865
103
$245K 0.08%
+1,799
104
$245K 0.08%
15,557
+1,700
105
$244K 0.08%
+448
106
$233K 0.07%
+2,315
107
$229K 0.07%
5,885
-1,831
108
$228K 0.07%
3,957
+2
109
$220K 0.07%
+2,148
110
$215K 0.07%
1,629
+11
111
$213K 0.07%
+1,712
112
$211K 0.07%
+591
113
$211K 0.07%
+7,477
114
$210K 0.07%
2,531
-47,987
115
$208K 0.07%
+1,368
116
$208K 0.07%
+1,422
117
$206K 0.07%
+4,736
118
$206K 0.07%
3,646
-10
119
$201K 0.06%
+2,225
120
$34.1K 0.01%
27,517
121
$23.9K 0.01%
40,000
+10,000
122
$16.8K 0.01%
12,666
123
$13.4K ﹤0.01%
24,833
124
– –
-2,726
125
– –
-1,925
2 3 4
5
6