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
$241M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Industrials 4.68%
2 Healthcare 3.72%
3 Technology 3.49%
4 Financials 3.2%
5 Consumer Discretionary 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$200K 0.08%
+12,500
152
$155K 0.06%
+43,703
153
$151K 0.06%
+10,216
154
$65K 0.03%
+16,800
155
$47K 0.02%
+10,000
156
$47K 0.02%
+10,000