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
$438M
AUM Growth
+$269M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$10.6M
3
+$9.22M
4
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$9.17M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$8.14M

Top Sells

1
+$17.5M
2
+$2.02M
3
+$381K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$87.1K
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$55.1K

Sector Composition

1 Technology 5.41%
2 Healthcare 5.11%
3 Industrials 4.23%
4 Financials 2.92%
5 Communication Services 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.74M 0.63%
+53,045
52
$2.74M 0.63%
+22,911
53
$2.7M 0.62%
111,573
+22,032
54
$2.69M 0.61%
+72,295
55
$2.65M 0.61%
+11,157
56
$2.61M 0.6%
+5,439
57
$2.61M 0.6%
+26,748
58
$2.6M 0.59%
+37,591
59
$2.57M 0.59%
+79,184
60
$2.53M 0.58%
+11,385
61
$2.51M 0.57%
+68,356
62
$2.22M 0.51%
+44,108
63
$2.2M 0.5%
+7,785
64
$2.14M 0.49%
+19,884
65
$2.07M 0.47%
+20,543
66
$2.05M 0.47%
+20,564
67
$1.99M 0.45%
+54,689
68
$1.93M 0.44%
+8,785
69
$1.93M 0.44%
+65,687
70
$1.87M 0.43%
+10,487
71
$1.85M 0.42%
+13,853
72
$1.74M 0.4%
+37,308
73
$1.72M 0.39%
+30,755
74
$1.71M 0.39%
+33,167
75
$1.52M 0.35%
+31,702
1 2
3
4 5