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
51
$911K 0.29%
3,044
+16
52
$903K 0.28%
9,767
53
$900K 0.28%
6,256
+994
54
$888K 0.28%
7,886
+2,308
55
$838K 0.26%
3,068
56
$825K 0.26%
20,721
-278,737
57
$808K 0.25%
7,112
58
$801K 0.25%
7,545
+1,345
59
$785K 0.25%
8,603
+1,468
60
$771K 0.24%
3,124
-114
61
$768K 0.24%
13,039
-4,607
62
$754K 0.24%
7,631
+1,278
63
$739K 0.23%
40,772
+3,726
64
$735K 0.23%
8,480
-832
65
$725K 0.23%
17,014
+4,564
66
$725K 0.23%
12,317
-49
67
$724K 0.23%
15,743
+615
68
$702K 0.22%
+11,629
69
$688K 0.22%
12,716
-46
70
$666K 0.21%
23,003
-67
71
$660K 0.21%
6,213
-435
72
$654K 0.21%
1,522
+312
73
$653K 0.2%
12,876
+2,083
74
$628K 0.2%
19,955
+2,315
75
$623K 0.2%
1,974
+311
1 2
3
4 5