SHFP

Second Half Financial Partners Portfolio holdings

AUM $227M
1-Year Est. Return 8.43%
This Quarter Est. Return
1 Year Est. Return
+8.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
+$72.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$18.2M
3
+$9.34M
4
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$3.56M
5
UNH icon
UnitedHealth
UNH
+$2.77M

Top Sells

1
+$2.43M
2
+$673K
3
+$176K
4
IYR icon
iShares US Real Estate ETF
IYR
+$129K
5
NFLX icon
Netflix
NFLX
+$64.4K

Sector Composition

1 Healthcare 13.22%
2 Industrials 6.5%
3 Financials 4.81%
4 Materials 2.9%
5 Technology 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$556K 0.36%
9,005
-16
27
$435K 0.28%
3,109
-138
28
$435K 0.28%
12,290
-1,820
29
$427K 0.28%
3,935
+35
30
$412K 0.27%
5,516
31
$389K 0.25%
8,564
32
$332K 0.22%
4,400
-153
33
$299K 0.19%
6,228
-294
34
$295K 0.19%
2,858
+427
35
$293K 0.19%
904
-103
36
$272K 0.18%
1,097
-5
37
$268K 0.18%
29,464
38
$251K 0.16%
+3,715
39
$226K 0.15%
+4,583
40
$208K 0.14%
+430
41
$204K 0.13%
20,273
42
$204K 0.13%
+3,691
43
$118K 0.08%
+1,270
44
$83.5K 0.05%
+500
45
$9.69K 0.01%
10,304
1
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