SHFP

Second Half Financial Partners Portfolio holdings

AUM $212M
1-Year Est. Return 11.78%
This Quarter Est. Return
1 Year Est. Return
+11.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1 +$4.92M
2 +$4.48M
3 +$4.28M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.27M
5
ABBV icon
AbbVie
ABBV
+$4.25M

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$338K 0.26%
+2,228
52
$328K 0.25%
+29,464
53
$305K 0.23%
+1,000
54
$281K 0.22%
+6,213
55
$270K 0.21%
+4,638
56
$251K 0.19%
+10,442
57
$240K 0.18%
+2,800
58
$218K 0.17%
+5,640
59
$205K 0.16%
+1,447
60
$40K 0.03%
+10,304