SHFP
Second Half Financial Partners Portfolio holdings
AUM
$212M
This Quarter Return
+7.83%
1 Year Return
+11.78%
3 Year Return
+24.93%
5 Year Return
–
10 Year Return
–
AUM
$189M
AUM Growth
+$189M
(+51%)
Cap. Flow
+$55.4M
Cap. Flow
% of AUM
29.37%
Top 10 Holdings %
Top 10 Hldgs %
47.71%
Holding
100
New
60
Increased
11
Reduced
19
Closed
7
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$8.84M |
| 2 |
iShares US Utilities ETF
IDU
|
$6.4M |
| 3 |
iShares US Real Estate ETF
IYR
|
$5.91M |
| 4 |
iShares US Financials ETF
IYF
|
$3.68M |
| 5 |
Johnson & Johnson
JNJ
|
$3.45M |
Top Sells
| 1 |
Blackrock
BLK
|
$3.66M |
| 2 |
Utilities Select Sector SPDR Fund
XLU
|
$3.28M |
| 3 |
iShares MSCI Global Metals & Mining Producers ETF
PICK
|
$2.94M |
| 4 |
Starwood Property Trust
STWD
|
$2.89M |
| 5 |
Chubb
CB
|
$2.82M |
Sector Composition
| 1 | Healthcare | 8.99% |
| 2 | Financials | 5.69% |
| 3 | Technology | 4.4% |
| 4 | Utilities | 3.87% |
| 5 | Industrials | 3.63% |
