SFP

Sweet Financial Partners Portfolio holdings

AUM $462M
1-Year Est. Return 26.73%
This Quarter Est. Return
1 Year Est. Return
+26.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$319M
AUM Growth
-$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$21.4M
2
+$15.2M
3
+$10.7M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$9.74M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$6.4M

Top Sells

1
+$16.4M
2
+$14.6M
3
+$12.4M
4
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$12M
5
ULST icon
State Street Ultra Short Term Bond ETF
ULST
+$11.1M

Sector Composition

1 Healthcare 4.32%
2 Industrials 3.96%
3 Financials 3.23%
4 Technology 2.92%
5 Consumer Discretionary 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.95M 0.61%
100,052
-839,736
27
$1.86M 0.58%
7,073
-38
28
$1.81M 0.57%
7,442
+2,511
29
$1.6M 0.5%
54,405
-422,678
30
$1.47M 0.46%
7,446
+847
31
$1.43M 0.45%
17,908
-1,622
32
$1.35M 0.42%
9,357
+116
33
$1.35M 0.42%
6,314
-134
34
$1.31M 0.41%
33,716
-1,133
35
$1.25M 0.39%
11,756
+7,671
36
$1.2M 0.38%
+23,923
37
$1.13M 0.35%
+2,966
38
$1.11M 0.35%
21,136
+2,684
39
$1.09M 0.34%
3,977
+198
40
$1.07M 0.34%
26,288
41
$1.02M 0.32%
42,074
42
$1M 0.31%
49,327
+24,173
43
$997K 0.31%
5,617
+585
44
$987K 0.31%
5,602
45
$974K 0.31%
8,962
+1,532
46
$965K 0.3%
30,997
+7,555
47
$946K 0.3%
6,919
+1,786
48
$944K 0.3%
2,912
+211
49
$935K 0.29%
10,089
+96
50
$935K 0.29%
10,864
1
2
3 4 5