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SFP

Strategic Financial Partners Portfolio holdings

AUM $232M
1-Year Est. Return 15.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$218M
AUM Growth
+$2.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$3.88M
2
+$3.11M
3
+$1.81M
4
MSIF
MSC Income Fund Inc
MSIF
+$374K
5
AVGO icon
Broadcom
AVGO
+$203K

Top Sells

1
+$5.74M
2
+$3.6M
3
+$3.5M
4
PAB icon
PGIM Active Aggregate Bond ETF
PAB
+$2.54M
5
EWI icon
iShares MSCI Italy ETF
EWI
+$1.78M

Sector Composition

1 Technology 2.08%
2 Financials 0.57%
3 Communication Services 0.21%
4 Healthcare 0.13%
5 Consumer Discretionary 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.85M 0.85%
10,811
+227
27
$1.8M 0.82%
+43,228
28
$1.71M 0.78%
40,548
+1,003
29
$1.65M 0.75%
2,690
-33
30
$1.57M 0.72%
73,251
+5,329
31
$1.38M 0.63%
5,416
+81
32
$1.24M 0.57%
4,888
-105
33
$1.23M 0.56%
5,869
+12
34
$1.18M 0.54%
21,523
-206
35
$1.12M 0.51%
3,769
36
$1.1M 0.5%
21,702
-428
37
$859K 0.39%
2,923
-87
38
$844K 0.39%
1,406
-134
39
$832K 0.38%
17,707
-1,232
40
$777K 0.36%
5,620
41
$752K 0.34%
4,306
+2
42
$714K 0.33%
9,721
-5
43
$695K 0.32%
100,642
-2,390
44
$689K 0.32%
21,796
-102
45
$674K 0.31%
12,758
+386
46
$667K 0.31%
7,369
-223
47
$590K 0.27%
5,880
+317
48
$530K 0.24%
8,115
49
$513K 0.23%
20,562
-1,281
50
$508K 0.23%
8,471
-400
1
2
3 4