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
$130M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$7.24M
2
+$1.26M

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
1 2
3