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
51
$435K 0.36%
+12,077
52
$376K 0.31%
+5,419
53
$317K 0.26%
+10,325
54
$305K 0.25%
+4,148
55
$297K 0.24%
+5,349
56
$280K 0.23%
+3,216
57
$258K 0.21%
+2,727
58
$257K 0.21%
+2,924
59
$254K 0.21%
+4,606
60
$254K 0.21%
+3,967
61
$251K 0.21%
+1,180
62
$247K 0.2%
+5,343
63
$235K 0.19%
+3,080
64
$229K 0.19%
+3,568
65
$228K 0.19%
+1,534
66
$221K 0.18%
+2,633
67
$201K 0.16%
+8,820
68
$107K 0.09%
+10,056
1 2
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