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
$314M
AUM Growth
-$5.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.26M
3
+$1.14M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$831K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$803K

Top Sells

1
+$653K
2
+$602K
3
+$592K
4
UNH icon
UnitedHealth
UNH
+$588K
5
CMCSA icon
Comcast
CMCSA
+$494K

Sector Composition

1 Healthcare 4.13%
2 Industrials 3.71%
3 Technology 3.24%
4 Financials 3.14%
5 Consumer Staples 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.49M 0.47%
2,949
-1,164
27
$1.41M 0.45%
50,794
-3,611
28
$1.38M 0.44%
7,791
+345
29
$1.35M 0.43%
9,377
+20
30
$1.33M 0.42%
15,908
-2,000
31
$1.33M 0.42%
76,521
-23,531
32
$1.31M 0.42%
15,042
+5,275
33
$1.29M 0.41%
5,714
-1,728
34
$1.24M 0.39%
32,836
-880
35
$1.22M 0.39%
4,432
+455
36
$1.21M 0.39%
6,219
-95
37
$1.21M 0.38%
11,756
38
$1.2M 0.38%
5,211
+2,087
39
$1.19M 0.38%
271,168
+167,001
40
$1.16M 0.37%
23,976
+53
41
$1.1M 0.35%
12,722
+6,507
42
$1.07M 0.34%
2,980
+14
43
$1.07M 0.34%
3,197
+153
44
$1M 0.32%
42,074
45
$980K 0.31%
3,030
+118
46
$975K 0.31%
5,968
+351
47
$969K 0.31%
3,630
+562
48
$962K 0.31%
10,090
+1
49
$957K 0.3%
5,602
50
$956K 0.3%
26,288
1
2
3 4 5