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
$518M
AUM Growth
-$7.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1 +$5.84M
2 +$2.24M
3 +$1.35M
4
UNH icon
UnitedHealth
UNH
+$1.23M
5
AVGO icon
Broadcom
AVGO
+$1.19M

Top Sells

1 +$5.47M
2 +$4.19M
3 +$4.12M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$3.75M
5
LYB icon
LyondellBasell Industries
LYB
+$2.83M

Sector Composition

1 Technology 9.85%
2 Financials 6.63%
3 Healthcare 4.72%
4 Communication Services 3.81%
5 Consumer Discretionary 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-5,351
152
-13,819
153
-27,497
154
-1,436
155
-1,515