SFP

Sandbox Financial Partners Portfolio holdings

AUM $356M
1-Year Est. Return 19.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$349M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$1.06M
3
+$890K
4
META icon
Meta Platforms (Facebook)
META
+$744K
5
GRNY
FundStrat Granny Shots US Large Cap ETF
GRNY
+$665K

Top Sells

1
+$856K
2
+$743K
3
+$618K
4
COST icon
Costco
COST
+$531K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$469K

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
$38.2K 0.01%
40,000
127
$35.2K 0.01%
27,517
128
$16.7K ﹤0.01%
24,833
129
– –
-448
130
– –
-15,557
131
– –
-17,354
132
– –
-6,681
133
– –
-12,666
134
– –
-2,531
135
– –
-1,712
2 3 4 5
6