SFP
Sweet Financial Partners Portfolio holdings
AUM
$462M
This Quarter Return
+1.25%
1 Year Return
+26.73%
3 Year Return
+22.34%
5 Year Return
–
10 Year Return
–
AUM
$438M
AUM Growth
+$438M
(+1%)
Cap. Flow
+$6.42M
Cap. Flow
% of AUM
1.47%
Top 10 Holdings %
Top 10 Hldgs %
48.13%
Holding
199
New
3
Increased
78
Reduced
55
Closed
8
Top Buys
| 1 |
NVIDIA
NVDA
|
$4.78M |
| 2 |
Uber
UBER
|
$926K |
| 3 |
Boeing
BA
|
$445K |
| 4 |
Johnson & Johnson
JNJ
|
$443K |
| 5 |
Crown Castle
CCI
|
$352K |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$993K |
| 2 |
ScottsMiracle-Gro
SMG
|
$488K |
| 3 |
Dow Inc
DOW
|
$383K |
| 4 |
Merck
MRK
|
$303K |
| 5 |
First Trust Rising Dividend Achievers ETF
RDVY
|
$252K |
Sector Composition
| 1 | Technology | 8.72% |
| 2 | Healthcare | 5.61% |
| 3 | Financials | 3.77% |
| 4 | Industrials | 3.72% |
| 5 | Consumer Discretionary | 3.54% |
