SFP
Sweet Financial Partners Portfolio holdings
AUM
$462M
1-Year Return
26.73%
This Quarter Return
+9.71%
1 Year Return
+26.73%
3 Year Return
+22.34%
5 Year Return
–
10 Year Return
–
AUM
$420M
AUM Growth
+$42.8M
(+11%)
Cap. Flow
+$8.52M
Cap. Flow
% of AUM
2.03%
Top 10 Holdings %
Top 10 Hldgs %
50.07%
Holding
188
New
17
Increased
82
Reduced
45
Closed
6
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$1.64M |
| 2 |
Vanguard Value ETF
VTV
|
+$1.61M |
| 3 |
CNH
CNH Industrial
CNH
|
+$1.29M |
| 4 |
First Trust Small Cap Core AlphaDEX Fund
FYX
|
+$917K |
| 5 |
Darling Ingredients
DAR
|
+$792K |
Top Sells
Sector Composition
| 1 | Technology | 5.97% |
| 2 | Healthcare | 5.97% |
| 3 | Financials | 4.04% |
| 4 | Industrials | 3.87% |
| 5 | Consumer Discretionary | 3.33% |
