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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
76
$218K 0.1%
+661
77
$217K 0.1%
+2,320
78
$214K 0.1%
2,916
79
$211K 0.1%
+668
80
$192K 0.09%
10,544
+5
81
– –
-3,684
82
– –
-37,040
83
– –
-33,172
1 2 3
4