SFP

Shepherd Financial Partners Portfolio holdings

AUM $946M
1-Year Est. Return 16.09%
This Quarter Est. Return
1 Year Est. Return
+16.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$353M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$65.1M
2 +$48M
3 +$39.2M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$17.8M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$12.1M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 5.34%
2 Healthcare 5.11%
3 Financials 4.43%
4 Technology 3.03%
5 Consumer Staples 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$222K 0.06%
+1,071
102
$206K 0.06%
+3,143
103
$203K 0.06%
+2,326
104
$14K ﹤0.01%
+1,031