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
$181M
AUM Growth
+$8.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.54M
3
+$2.51M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.45M
5
EWI icon
iShares MSCI Italy ETF
EWI
+$1.32M

Top Sells

1
+$3.64M
2
+$3.46M
3
+$2.3M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.24M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.6M

Sector Composition

1 Technology 1.22%
2 Financials 0.38%
3 Energy 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.28M 0.71%
+31,021
27
$1.27M 0.7%
+17,733
28
$1.22M 0.67%
2,535
+23
29
$1.18M 0.65%
6,161
+74
30
$1.12M 0.62%
24,644
-771
31
$1.1M 0.61%
4,821
+35
32
$1.07M 0.59%
22,367
-663
33
$1.01M 0.56%
3,861
+90
34
$824K 0.46%
5,284
+126
35
$818K 0.45%
3,470
+59
36
$793K 0.44%
24,593
-995
37
$766K 0.42%
5,183
-95
38
$693K 0.38%
1,561
+512
39
$691K 0.38%
4,029
-23
40
$680K 0.38%
114,672
+221
41
$667K 0.37%
25,966
+374
42
$633K 0.35%
5,745
43
$632K 0.35%
10,488
+194
44
$624K 0.35%
6,619
+127
45
$604K 0.33%
3,373
-238
46
$561K 0.31%
1,663
-44
47
$560K 0.31%
11,170
+1,509
48
$524K 0.29%
11,052
-400
49
$500K 0.28%
8,230
50
$466K 0.26%
6,386
+431
1
2
3 4