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SFP
Shepherd Financial Partners Portfolio holdings
AUM
$1.05B
1-Year Est. Return
22.07%
This Fund
S&P 500
1 Year Est. Return
+22.07%
AUM
$1.05B
AUM Growth
-$25.1M
(-2.3%)
Holding
252
Top Buys
| 1 | +$14.7M | |
| 2 | +$12.8M | |
| 3 | +$10.4M | |
| 4 |
iShares Core International Aggregate Bond Fund
IAGG
|
+$5.97M |
| 5 |
Invesco National AMT-Free Municipal Bond ETF
PZA
|
+$5.17M |
Top Sells
| 1 | +$28.6M | |
| 2 | +$5.58M | |
| 3 | +$4.91M | |
| 4 |
BlackRock Flexible Income ETF
BINC
|
+$4.43M |
| 5 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
+$3.9M |
Sector Composition
| 1 | Technology | 8.97% |
| 2 | Financials | 5.05% |
| 3 | Communication Services | 3.3% |
| 4 | Consumer Discretionary | 3% |
| 5 | Healthcare | 2.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Sprott Uranium Miners ETF
URNM
$1.96B
| – | – |
-4,000
|
|
||
252
Wells Fargo
WFC
$251B
| – | – |
-2,150
|
|