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
$433M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1 +$10.9M
2 +$8.99M
3 +$1.82M
4
LMT icon
Lockheed Martin
LMT
+$1.8M
5
NVDA icon
NVIDIA
NVDA
+$1.78M

Top Sells

1 +$17.9M
2 +$11.2M
3 +$9.63M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$3.7M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.39M

Sector Composition

1 Technology 7.45%
2 Healthcare 5.5%
3 Financials 4%
4 Industrials 3.92%
5 Consumer Discretionary 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-7,500
202
-1,456