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
101
$427K 0.14%
36,100
102
$415K 0.13%
12,747
-30
103
$407K 0.13%
2,010
+11
104
$404K 0.13%
10,021
+1,301
105
$399K 0.13%
9,755
106
$397K 0.13%
2,959
-12
107
$397K 0.13%
16,870
+1,000
108
$396K 0.13%
14,939
109
$395K 0.13%
19,542
-29,785
110
$392K 0.12%
10,000
111
$383K 0.12%
8,490
112
$376K 0.12%
10,834
113
$363K 0.12%
2,860
114
$360K 0.11%
4,304
-4,299
115
$355K 0.11%
35,217
116
$355K 0.11%
11,496
117
$355K 0.11%
8,845
+2,036
118
$348K 0.11%
25,000
119
$337K 0.11%
1,272
-144
120
$335K 0.11%
2,009
+3
121
$333K 0.11%
2,076
+500
122
$324K 0.1%
13,620
-3,224
123
$323K 0.1%
5,292
+3
124
$322K 0.1%
12,635
125
$318K 0.1%
10,000
3 4
5
6 7