SFP

Strategic Financial Partners Portfolio holdings

AUM $215M
1-Year Est. Return 11.85%
This Quarter Est. Return
1 Year Est. Return
+11.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$11.7M
3
+$9.68M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$8.14M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$7.38M

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.71%
2 Consumer Discretionary 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$936K 0.77%
+19,175
27
$882K 0.72%
+15,829
28
$823K 0.67%
+24,608
29
$771K 0.63%
+14,076
30
$730K 0.6%
+13,149
31
$658K 0.54%
+22,300
32
$638K 0.52%
+3,582
33
$629K 0.51%
+5,490
34
$620K 0.51%
+3,524
35
$617K 0.51%
+22,727
36
$606K 0.5%
+9,965
37
$601K 0.49%
+5,903
38
$586K 0.48%
+7,694
39
$583K 0.48%
+18,893
40
$583K 0.48%
+10,845
41
$573K 0.47%
+9,531
42
$572K 0.47%
+28,503
43
$568K 0.47%
+3,602
44
$567K 0.46%
+5,274
45
$551K 0.45%
+5,396
46
$548K 0.45%
+3,306
47
$506K 0.41%
+3,709
48
$504K 0.41%
+8,198
49
$499K 0.41%
+4,556
50
$459K 0.38%
+4,946
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