SHFP

Second Half Financial Partners Portfolio holdings

AUM $227M
1-Year Est. Return 8.43%
This Quarter Est. Return
1 Year Est. Return
+8.43%
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
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102
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-4,845
103
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104
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-1,263
105
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-25,050
106
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-6,462
107
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-1,404
108
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-623
109
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-827
110
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-17,363
111
– –
-2,729
1 2 3 4
5