SFP
Shepherd Financial Partners Portfolio holdings
AUM
$946M
This Quarter Return
+6.44%
1 Year Return
+16.09%
3 Year Return
+59.82%
5 Year Return
+96.39%
10 Year Return
–
AUM
$443M
AUM Growth
+$443M
(-0.41%)
Cap. Flow
-$405K
Cap. Flow
% of AUM
-0.09%
Top 10 Holdings %
Top 10 Hldgs %
67%
Holding
128
New
–
Increased
–
Reduced
13
Closed
1
Top Buys
No buys this quarter
Top Sells
| 1 |
Netflix
NFLX
|
$202K |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$55.4K |
| 3 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
$52.9K |
| 4 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$49K |
| 5 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$21.3K |
Sector Composition
| 1 | Financials | 4.76% |
| 2 | Technology | 3.67% |
| 3 | Industrials | 2.94% |
| 4 | Communication Services | 2.78% |
| 5 | Healthcare | 2.72% |
