SFP
Sweet Financial Partners Portfolio holdings
AUM
$462M
1-Year Est. Return
26.73%
This Fund
S&P 500
1 Year Est. Return
+26.73%
AUM
$462M
AUM Growth
+$24.1M
(+5.5%)
Holding
201
Top Buys
| 1 | +$1.88M | |
| 2 | +$1.81M | |
| 3 | +$1.76M | |
| 4 |
TJX Companies
TJX
|
+$1.67M |
| 5 |
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
|
+$1.2M |
Top Sells
| 1 | +$1.96M | |
| 2 | +$1.95M | |
| 3 | +$1.31M | |
| 4 |
Texas Instruments
TXN
|
+$1.26M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
+$702K |
Sector Composition
| 1 | Technology | 8.74% |
| 2 | Healthcare | 5.41% |
| 3 | Industrials | 3.87% |
| 4 | Financials | 3.8% |
| 5 | Consumer Staples | 3.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Lam Research
LRCX
$264B
| – | – |
-3,160
|
|