SHFP
Second Half Financial Partners Portfolio holdings
AUM
$225M
1-Year Est. Return
8.3%
This Fund
S&P 500
1 Year Est. Return
+8.3%
AUM
$225M
AUM Growth
-$1.75M
(-0.77%)
Holding
107
Top Buys
| 1 | +$733K | |
| 2 | +$359K | |
| 3 | +$287K | |
| 4 |
First Trust NASDAQ Cybersecurity ETF
CIBR
|
+$236K |
| 5 |
First Trust RBA American Industrial Renaissance ETF
AIRR
|
+$218K |
Top Sells
| 1 | +$1.95M | |
| 2 | +$522K | |
| 3 | +$453K | |
| 4 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$439K |
| 5 |
ProShares Ultra QQQ
QLD
|
+$329K |
Sector Composition
| 1 | Technology | 4.12% |
| 2 | Industrials | 2.1% |
| 3 | Consumer Discretionary | 1.87% |
| 4 | Financials | 1.65% |
| 5 | Communication Services | 1.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Walt Disney
DIS
$188B
| $202K | 0.09% |
1,778
-500
|
|
||
102
Rumble
RUM
$1.36B
| $129K | 0.06% |
20,373
|
|
||
103
Darden Restaurants
DRI
$23B
| – | – |
-1,072
|
|
||
|
104
ProShares Ultra QQQ
QLD
$10.5B
| – | – |
-4,800
|
|
||
105
Roper Technologies
ROP
$37.1B
| – | – |
-908
|
|
||
106
iShares Silver Trust
SLV
$41.7B
| – | – |
-5,603
|
|
||
107
State Street Communication Services Select Sector SPDR ETF
XLC
$25.8B
| – | – |
-4,412
|
|