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
51
$948K 0.3%
5,808
+3,269
52
$931K 0.3%
9,621
+659
53
$891K 0.28%
7,360
+441
54
$884K 0.28%
7,822
+277
55
$861K 0.27%
6,823
+567
56
$815K 0.26%
20,374
+3,360
57
$798K 0.25%
12,987
-52
58
$781K 0.25%
42,229
+1,457
59
$772K 0.25%
2,716
+742
60
$747K 0.24%
8,996
+1,365
61
$732K 0.23%
8,379
+6,049
62
$727K 0.23%
12,717
+1
63
$723K 0.23%
10,964
+100
64
$687K 0.22%
17,207
-3,514
65
$673K 0.21%
4,537
+927
66
$661K 0.21%
11,716
+87
67
$657K 0.21%
+1,391
68
$649K 0.21%
12,317
69
$647K 0.21%
1,676
+154
70
$646K 0.21%
8,077
+965
71
$645K 0.21%
23,003
72
$644K 0.21%
15,448
-295
73
$630K 0.2%
8,880
+400
74
$623K 0.2%
4,444
75
$617K 0.2%
7,873
+1,517
1 2
3
4 5