SHFP

Second Half Financial Partners Portfolio holdings

AUM $225M
1-Year Est. Return 8.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$205M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$23.1M
2
+$19.3M
3
+$8.42M
4
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$7.62M
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$3.96M

Top Sells

1
+$14.1M
2
+$5.91M
3
+$4.6M
4
AMGN icon
Amgen
AMGN
+$3.41M
5
ELV icon
Elevance Health
ELV
+$3.36M

Sector Composition

1 Technology 4.05%
2 Financials 3.25%
3 Consumer Discretionary 2.21%
4 Healthcare 2.09%
5 Industrials 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-6,462
102
– –
-58,050
103
– –
-12,931
104
– –
-237
105
– –
-6,495
106
– –
-3,132
107
– –
-1,404
108
– –
-623
109
– –
-827
110
– –
-17,363
111
– –
-5,458
1 2 3 4
5