SHFP
Second Half Financial Partners Portfolio holdings
AUM
$212M
1-Year Return
11.78%
This Quarter Return
-2.82%
1 Year Return
+11.78%
3 Year Return
+24.93%
5 Year Return
–
10 Year Return
–
AUM
$201M
AUM Growth
-$237M
(-54%)
Cap. Flow
-$230M
Cap. Flow
% of AUM
-114.48%
Top 10 Holdings %
Top 10 Hldgs %
82.88%
Holding
157
New
5
Increased
6
Reduced
29
Closed
115
Top Buys
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$44.2M |
| 2 |
Starwood Property Trust
STWD
|
$5.69M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
$4.68M |
| 4 |
NNN REIT
NNN
|
$3.94M |
| 5 |
Equity Lifestyle Properties
ELS
|
$2.69M |
Top Sells
Sector Composition
| 1 | Real Estate | 7.3% |
| 2 | Financials | 4.48% |
| 3 | Industrials | 4.01% |
| 4 | Healthcare | 3% |
| 5 | Technology | 1.23% |
