SFGLM

Stonebridge Financial Group, LLC / MO Portfolio holdings

AUM $116M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1 +$6.08M
2 +$5.6M
3 +$5.46M
4
SYFI
AB Short Duration High Yield ETF
SYFI
+$3.79M
5
MSFT icon
Microsoft
MSFT
+$3.68M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.41%
2 Communication Services 6.3%
3 Financials 6.05%
4 Consumer Discretionary 5.35%
5 Industrials 4.86%