SFP
Sandbox Financial Partners Portfolio holdings
AUM
$349M
1-Year Est. Return
23.15%
1 Year Est. Return
+23.15%
AUM
$349M
AUM Growth
+$32.2M
(+10%)
Holding
135
Top Buys
| 1 | +$1.4M | |
| 2 | +$1.1M | |
| 3 | +$874K | |
| 4 |
Meta Platforms (Facebook)
META
|
+$734K |
| 5 |
GRNY
FundStrat Granny Shots US Large Cap ETF
GRNY
|
+$703K |
Top Sells
| 1 | +$953K | |
| 2 | +$877K | |
| 3 | +$650K | |
| 4 |
Costco
COST
|
+$513K |
| 5 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$471K |
Sector Composition
| 1 | Technology | 26.02% |
| 2 | Consumer Discretionary | 5.32% |
| 3 | Communication Services | 3.73% |
| 4 | Financials | 2.93% |
| 5 | Energy | 1.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Pacific Biosciences
PACB
$493M
| $35.2K | 0.01% |
27,517
|
|
||
127
Sangamo Therapeutics
SGMO
$193M
| $16.7K | ﹤0.01% |
24,833
|
|
||
128
Twilio
TWLO
$16.4B
| – | – |
-1,712
|
|
||
129
iShares 1-3 Year Treasury Bond ETF
SHY
$24.2B
| – | – |
-2,531
|
|
||
130
PDS Biotechnology
PDSB
$43.6M
| – | – |
-12,666
|
|
||
131
Nuveen ESG Small-Cap ETF
NUSC
$1.19B
| – | – |
-6,681
|
|
||
132
Nuveen ESG US Aggregate Bond ETF
NUBD
$425M
| – | – |
-17,354
|
|
||
133
Invesco KBW Premium Yield Equity REIT ETF
KBWY
$242M
| – | – |
-15,557
|
|
||
134
Intuitive Surgical
ISRG
$160B
| – | – |
-448
|
|