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
$319M
AUM Growth
-$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$21.4M
2
+$15.2M
3
+$10.7M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$9.74M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$6.4M

Top Sells

1
+$16.4M
2
+$14.6M
3
+$12.4M
4
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$12M
5
ULST icon
State Street Ultra Short Term Bond ETF
ULST
+$11.1M

Sector Composition

1 Healthcare 4.32%
2 Industrials 3.96%
3 Financials 3.23%
4 Technology 2.92%
5 Consumer Discretionary 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$306K 0.1%
14,939
-3,210
127
$304K 0.1%
3,825
128
$295K 0.09%
15,000
129
$290K 0.09%
7,600
130
$288K 0.09%
10,174
-103
131
$287K 0.09%
3,760
+220
132
$283K 0.09%
6,840
-80
133
$282K 0.09%
1,000
-19
134
$278K 0.09%
15,870
+2,760
135
$272K 0.09%
5,050
-61
136
$267K 0.08%
+3,829
137
$267K 0.08%
6,809
-85
138
$264K 0.08%
2,530
-12
139
$263K 0.08%
+4,793
140
$260K 0.08%
4,500
-39
141
$258K 0.08%
850
+100
142
$255K 0.08%
2,340
+100
143
$255K 0.08%
22,950
144
$250K 0.08%
2,784
-63
145
$245K 0.08%
5,500
146
$242K 0.08%
+1,250
147
$241K 0.08%
1,576
+42
148
$233K 0.07%
9,328
149
$233K 0.07%
3,273
+1
150
$230K 0.07%
8,912
4 5
6
7 8