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
$381M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$3.87M
3
+$3.18M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.03M
5
FYX icon
First Trust Small Cap Core AlphaDEX Fund
FYX
+$1.66M

Top Sells

1
+$8.41M
2
+$5.4M
3
+$3.27M
4
BA icon
Boeing
BA
+$1.66M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.54M

Sector Composition

1 Healthcare 5.64%
2 Technology 5.28%
3 Financials 3.62%
4 Consumer Staples 3.41%
5 Industrials 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.49M 0.65%
8,342
+1,387
27
$2.46M 0.64%
25,405
-247
28
$2.37M 0.62%
10,781
29
$2.36M 0.61%
7,587
+1,718
30
$2.27M 0.59%
20,862
+4,673
31
$2.27M 0.59%
4,838
+633
32
$2.21M 0.58%
19,163
+3,037
33
$2.16M 0.56%
20,781
-999
34
$2.06M 0.54%
13,603
+3,181
35
$2.02M 0.53%
39,079
+10,254
36
$2M 0.52%
6,977
+661
37
$2M 0.52%
12,071
+3,124
38
$1.99M 0.52%
10,740
+2,392
39
$1.97M 0.51%
5,016
+1,166
40
$1.93M 0.5%
6,881
-9
41
$1.88M 0.49%
19,246
+5,986
42
$1.86M 0.48%
46,229
+871
43
$1.85M 0.48%
21,310
+4,740
44
$1.82M 0.47%
13,508
+3,439
45
$1.79M 0.47%
3,320
+893
46
$1.79M 0.47%
28,987
-87,722
47
$1.77M 0.46%
35,949
48
$1.73M 0.45%
13,290
+167
49
$1.69M 0.44%
9,443
+3,299
50
$1.66M 0.43%
+20,210
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