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
76
$606K 0.19%
19,955
77
$585K 0.19%
+3,623
78
$584K 0.19%
+4,302
79
$568K 0.18%
+10,143
80
$557K 0.18%
5,214
-999
81
$554K 0.18%
18,335
-12,662
82
$553K 0.18%
3,571
+458
83
$538K 0.17%
4,979
84
$538K 0.17%
48,540
+20
85
$523K 0.17%
+20,277
86
$516K 0.16%
16,178
87
$514K 0.16%
3,131
88
$512K 0.16%
4,530
+644
89
$508K 0.16%
9,221
+1,109
90
$503K 0.16%
4,915
91
$496K 0.16%
5,262
+768
92
$489K 0.16%
11,170
-9,966
93
$484K 0.15%
11,199
-411
94
$476K 0.15%
+1,560
95
$472K 0.15%
11,640
96
$461K 0.15%
15,500
97
$456K 0.15%
4,366
-3,520
98
$450K 0.14%
14,035
+1,495
99
$444K 0.14%
+10,000
100
$427K 0.14%
29,580
2 3
4
5 6