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
$80.4M
AUM Growth
-$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$4.55M
3
+$3.22M
4
AAPL icon
Apple
AAPL
+$2.22M
5
ABT icon
Abbott
ABT
+$1.97M

Top Sells

1
+$4.92M
2
+$4.28M
3
+$4.22M
4
LOW icon
Lowe's Companies
LOW
+$4.21M
5
ADP icon
Automatic Data Processing
ADP
+$4.04M

Sector Composition

1 Healthcare 20.44%
2 Industrials 9.01%
3 Technology 8.16%
4 Financials 6.08%
5 Materials 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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60
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61
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64
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-4,638
65
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66
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-40,929
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69
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