SFP

Sweet Financial Partners Portfolio holdings

AUM $462M
1-Year Est. Return 26.73%
This Fund
S&P 500
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
+$23.3M
2
+$15.8M
3
+$11.9M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$10.2M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$7.11M

Top Sells

1
+$17.9M
2
+$15.1M
3
+$13.1M
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
176
– –
-4,920
177
– –
-5,478
178
– –
-8,500
179
– –
-708
180
– –
-7,720
181
– –
-3,234
182
– –
-8,874
183
– –
-1,978
184
– –
-1,820
185
– –
-2,400
4 5 6 7
8