SFP
Sweet Financial Partners Portfolio holdings
AUM
$462M
1-Year Return
26.73%
This Quarter Return
-2.68%
1 Year Return
+26.73%
3 Year Return
+22.34%
5 Year Return
–
10 Year Return
–
AUM
$378M
AUM Growth
-$3.2M
(-0.84%)
Cap. Flow
+$8.13M
Cap. Flow
% of AUM
2.15%
Top 10 Holdings %
Top 10 Hldgs %
51.94%
Holding
183
New
8
Increased
89
Reduced
26
Closed
12
Top Buys
| 1 |
Alphabet (Google) Class C
GOOG
|
$1.88M |
| 2 |
Automatic Data Processing
ADP
|
$1.68M |
| 3 |
Boeing
BA
|
$1.49M |
| 4 |
Chevron
CVX
|
$1.48M |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$842K |
Top Sells
| 1 |
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
|
$1.79M |
| 2 |
Costco
COST
|
$1.59M |
| 3 |
Philip Morris
PM
|
$1.47M |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$925K |
| 5 |
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% |
