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
$378M
AUM Growth
-$3.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.68M
3
+$1.49M
4
CVX icon
Chevron
CVX
+$1.48M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$842K

Top Sells

1
+$1.79M
2
+$1.59M
3
+$1.47M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$925K
5
SAIC icon
Saic
SAIC
+$281K

Sector Composition

1 Healthcare 6.16%
2 Technology 5.42%
3 Financials 3.68%
4 Industrials 3.5%
5 Consumer Discretionary 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.37M 0.63%
7,831
+244
27
$2.34M 0.62%
29,924
+2
28
$2.32M 0.62%
8,817
+475
29
$2.25M 0.59%
10,781
30
$2.23M 0.59%
14,952
+1,444
31
$2.15M 0.57%
16,288
+14,241
32
$2.11M 0.56%
21,830
+968
33
$2.11M 0.56%
20,455
+1,292
34
$2.1M 0.56%
12,418
+1,678
35
$2.1M 0.56%
39,105
+26
36
$2.09M 0.55%
20,781
37
$2.06M 0.55%
5,214
+198
38
$2.04M 0.54%
13,971
+368
39
$1.97M 0.52%
6,882
+1
40
$1.94M 0.51%
6,476
-501
41
$1.92M 0.51%
23,825
+3,615
42
$1.91M 0.51%
12,275
+204
43
$1.85M 0.49%
25,579
-12,777
44
$1.8M 0.48%
15,325
+563
45
$1.76M 0.47%
46,328
+99
46
$1.75M 0.46%
13,759
+469
47
$1.71M 0.45%
35,949
48
$1.68M 0.44%
+6,964
49
$1.62M 0.43%
8,534
+95
50
$1.62M 0.43%
19,540
-1,770
1
2
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