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
$553M
AUM Growth
+$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Sells

1 +$7.31M
2 +$2.59M
3 +$2.35M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.68M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.63M

Sector Composition

1 Technology 6.07%
2 Healthcare 5.42%
3 Financials 5.36%
4 Industrials 2.99%
5 Consumer Discretionary 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-7,889
177
-970