SFP

Sandbox Financial Partners Portfolio holdings

AUM $361M
1-Year Est. Return 19.89%
This Fund
S&P 500
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
+$8.31M
2
+$3.85M
3
+$1.97M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.11M
5
VUG icon
Vanguard Growth ETF
VUG
+$438K

Top Sells

1
+$8.11M
2
+$3.96M
3
+$2.28M
4
GLD icon
SPDR Gold Trust
GLD
+$1.31M
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
126
– –
-471
127
– –
-1,594
2 3 4 5
6