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
51
$1.62M 0.43%
28,918
+2,676
52
$1.62M 0.43%
32,405
+6,400
53
$1.58M 0.42%
10,107
+664
54
$1.55M 0.41%
9,769
+689
55
$1.49M 0.39%
+7,773
56
$1.48M 0.39%
+8,761
57
$1.46M 0.39%
20,971
+7,877
58
$1.46M 0.39%
7,698
+8
59
$1.43M 0.38%
24,051
-63
60
$1.38M 0.37%
14,642
-400
61
$1.33M 0.35%
32,358
+4
62
$1.31M 0.35%
21,192
+520
63
$1.29M 0.34%
3,013
64
$1.19M 0.31%
3,142
+298
65
$1.19M 0.31%
3,385
+100
66
$1.15M 0.3%
26,288
67
$1.12M 0.3%
10,904
-607
68
$1.11M 0.29%
40,689
-1,131
69
$1.09M 0.29%
5,337
-266
70
$999K 0.26%
26,991
+2,501
71
$965K 0.26%
19,121
+4,665
72
$907K 0.24%
25,522
-599
73
$874K 0.23%
4,444
74
$859K 0.23%
13,355
+1,590
75
$850K 0.23%
5,999
+1
1 2
3
4 5