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
76
– –
-12,823
77
– –
-27,878
78
– –
-3,899
79
– –
-5,104
1 2 3
4