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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
51
$489K 0.22%
5,138
-23
52
$478K 0.22%
10,261
+44
53
$477K 0.22%
22,767
+512
54
$461K 0.21%
1,898
+20
55
$459K 0.21%
9,922
-61
56
$436K 0.2%
2,143
-19
57
$417K 0.19%
2,235
+15
58
$407K 0.19%
611
59
$405K 0.19%
8,216
+148
60
$378K 0.17%
3,224
-292
61
$372K 0.17%
10,401
-40
62
$351K 0.16%
4,916
-197
63
$351K 0.16%
3,175
+80
64
$330K 0.15%
+25,156
65
$300K 0.14%
1,065
66
$299K 0.14%
2,120
-150
67
$298K 0.14%
3,255
-200
68
$286K 0.13%
375
69
$278K 0.13%
10,181
+96
70
$277K 0.13%
1,263
+10
71
$259K 0.12%
3,907
-52
72
$241K 0.11%
1,168
-152
73
$226K 0.1%
+473
74
$225K 0.1%
13,920
-990
75
$221K 0.1%
2,336
1 2
3
4