SFP
Sandbox Financial Partners Portfolio holdings
AUM
$356M
1-Year Est. Return
19.83%
This Fund
S&P 500
1 Year Est. Return
+19.83%
AUM
$356M
AUM Growth
-$5.76M
(-1.6%)
Holding
129
Top Buys
| 1 | +$7.48M | |
| 2 | +$1.93M | |
| 3 | +$1.51M | |
| 4 |
Vanguard Value ETF
VTV
|
+$1.25M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$935K |
Top Sells
| 1 | +$1.3M | |
| 2 | +$548K | |
| 3 | +$356K | |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
+$336K |
| 5 |
iShares ESG Aware US Aggregate Bond ETF
EAGG
|
+$329K |
Sector Composition
| 1 | Technology | 21.33% |
| 2 | Consumer Discretionary | 4.74% |
| 3 | Communication Services | 3.79% |
| 4 | Energy | 2.52% |
| 5 | Financials | 2.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
iShares Preferred and Income Securities ETF
PFF
$13.9B
| – | – |
-6,764
|
|
||
127
Uber
UBER
$157B
| – | – |
-3,502
|
|
||
128
Global X S&P 500 Covered Call ETF
XYLD
$3.11B
| – | – |
-4,987
|
|
||
|
BTCL
129
T-Rex 2X Long Bitcoin Daily Target ETF
BTCL
$34.8M
| – | – |
-8,560
|
|