SHFP
Second Half Financial Partners Portfolio holdings
AUM
$212M
1-Year Return
11.78%
This Quarter Return
-0.28%
1 Year Return
+11.78%
3 Year Return
+24.93%
5 Year Return
–
10 Year Return
–
AUM
$130M
AUM Growth
–
Cap. Flow
+$130M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
33.15%
Holding
60
New
60
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
|
$4.92M |
| 2 |
UnitedHealth
UNH
|
$4.48M |
| 3 |
UGI
UGI
|
$4.28M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$4.27M |
| 5 |
AbbVie
ABBV
|
$4.26M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 20.23% |
| 2 | Technology | 14.62% |
| 3 | Utilities | 9.33% |
| 4 | Communication Services | 7.14% |
| 5 | Industrials | 6.08% |
