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
51
$1.8M 0.43%
7,738
+774
52
$1.71M 0.41%
11,447
+2,686
53
$1.66M 0.39%
20,974
+3
54
$1.64M 0.39%
7,709
+11
55
$1.63M 0.39%
24,062
+11
56
$1.61M 0.38%
14,837
+195
57
$1.59M 0.38%
10,173
-2,102
58
$1.54M 0.37%
126,305
+106,305
59
$1.53M 0.36%
14,134
+3,230
60
$1.48M 0.35%
32,363
+5
61
$1.48M 0.35%
45,948
-380
62
$1.45M 0.34%
3,033
+20
63
$1.43M 0.34%
24,187
-4,731
64
$1.41M 0.34%
14,141
-1,184
65
$1.31M 0.31%
8,348
-1,759
66
$1.3M 0.31%
22,988
+1,796
67
$1.28M 0.31%
5,227
-110
68
$1.28M 0.31%
25,523
+1
69
$1.23M 0.29%
3,065
-77
70
$1.22M 0.29%
7,177
-2,592
71
$1.21M 0.29%
3,385
72
$1.08M 0.26%
26,894
-97
73
$1.07M 0.26%
40,725
+36
74
$1.07M 0.25%
19,819
+698
75
$1M 0.24%
4,444
1 2
3
4 5