SHFP
Second Half Financial Partners Portfolio holdings
AUM
$212M
1-Year Return
11.78%
This Quarter Return
-2.71%
1 Year Return
+11.78%
3 Year Return
+24.93%
5 Year Return
–
10 Year Return
–
AUM
$202M
AUM Growth
-$2.99M
(-1.5%)
Cap. Flow
+$3.49M
Cap. Flow
% of AUM
1.73%
Top 10 Holdings %
Top 10 Hldgs %
71.76%
Holding
99
New
6
Increased
23
Reduced
50
Closed
17
Top Buys
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$33.3M |
| 2 |
Amplify CWP Enhanced Dividend Income ETF
DIVO
|
$13M |
| 3 |
iShares US Consumer Discretionary ETF
IYC
|
$2.17M |
| 4 |
iShares US Telecommunications ETF
IYZ
|
$2.07M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$1.51M |
Top Sells
Sector Composition
| 1 | Technology | 3.52% |
| 2 | Consumer Discretionary | 1.58% |
| 3 | Financials | 1.47% |
| 4 | Real Estate | 1.32% |
| 5 | Industrials | 1.26% |
