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
$443M
AUM Growth
-$1.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Sector Composition

1 Financials 4.76%
2 Technology 3.67%
3 Industrials 2.94%
4 Communication Services 2.78%
5 Healthcare 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$207K 0.05%
1,379
127
$175K 0.04%
4,377
128
-506