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
$420M
AUM Growth
+$42.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.61M
3
+$1.29M
4
FYX icon
First Trust Small Cap Core AlphaDEX Fund
FYX
+$917K
5
DAR icon
Darling Ingredients
DAR
+$792K

Top Sells

1
+$3.1M
2
+$1.86M
3
+$769K
4
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$648K
5
BAX icon
Baxter International
BAX
+$524K

Sector Composition

1 Technology 5.97%
2 Healthcare 5.97%
3 Financials 4.04%
4 Industrials 3.87%
5 Consumer Discretionary 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.81M 0.67%
60,086
+8
27
$2.8M 0.67%
4,801
+89
28
$2.76M 0.66%
39,308
29
$2.62M 0.62%
16,916
+1,964
30
$2.57M 0.61%
24,957
-505
31
$2.56M 0.61%
46,180
+13,775
32
$2.55M 0.61%
50,504
+14,555
33
$2.54M 0.6%
23,292
+2,837
34
$2.53M 0.6%
16,673
+2,914
35
$2.51M 0.6%
10,781
36
$2.48M 0.59%
17,583
+1,295
37
$2.44M 0.58%
5,726
+512
38
$2.38M 0.57%
21,642
-188
39
$2.37M 0.56%
6,701
+225
40
$2.32M 0.55%
20,782
+1
41
$2.31M 0.55%
15,740
+1,769
42
$2.28M 0.54%
20,410
+870
43
$2.19M 0.52%
12,917
+499
44
$2.06M 0.49%
6,872
-10
45
$2M 0.47%
25,568
-11
46
$1.97M 0.47%
7,541
-232
47
$1.96M 0.47%
38,790
-315
48
$1.9M 0.45%
12,692
+10,737
49
$1.85M 0.44%
38,656
+12,368
50
$1.83M 0.43%
9,647
+1,113
1
2
3 4 5