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
$361M
AUM Growth
+$12.1M
(+3.5%)
Holding
134
Top Buys
| 1 | +$7.17M | |
| 2 | +$4.02M | |
| 3 | +$2M | |
| 4 |
Vanguard Growth ETF
VUG
|
+$1.66M |
| 5 |
iShares MSCI ACWI ex US ETF
ACWX
|
+$1.06M |
Top Sells
| 1 | +$6.53M | |
| 2 | +$3.8M | |
| 3 | +$1.68M | |
| 4 |
Tesla
TSLA
|
+$753K |
| 5 |
Costco
COST
|
+$654K |
Sector Composition
| 1 | Technology | 25.45% |
| 2 | Consumer Discretionary | 5.12% |
| 3 | Communication Services | 3.93% |
| 4 | Financials | 2.73% |
| 5 | Energy | 1.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Iris Energy
IREN
$13.4B
| – | – |
-4,850
|
|
||
127
Oracle
ORCL
$399B
| – | – |
-974
|
|
||
128
Invesco S&P 500 Equal Weight Financials ETF
RSPF
$270M
| – | – |
-21,613
|
|
||
129
iShares 0-3 Month Treasury Bond ETF
SGOV
$84.8B
| – | – |
-2,654
|
|
||
130
Vanguard Short-Term Treasury ETF
VGSH
$29B
| – | – |
-4,439
|
|
||
131
Vanguard S&P 500 Growth ETF
VOOG
$22.2B
| – | – |
-477
|
|
||
132
State Street Industrial Select Sector SPDR ETF
XLI
$29.9B
| – | – |
-42,344
|
|
||
|
LB
133
LandBridge Co
LB
$1.89B
| – | – |
-3,805
|
|
||
|
GDLC
134
Grayscale CoinDesk Crypto 5 ETF
GDLC
$403M
| – | – |
-3,945
|
|