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SFGP

Stonebridge Financial Group (Pennsylvania) Portfolio holdings

AUM $1.22B
1-Year Est. Return 20.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.03B
AUM Growth
+$89.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,011
New
Increased
Reduced
Closed

Sector Composition

1 Technology 7.41%
2 Financials 5.74%
3 Industrials 3.64%
4 Healthcare 2.97%
5 Consumer Staples 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
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652
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658
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660
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664
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665
-5
666
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667
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668
-1,884
669
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670
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671
-1
672
-414,555
673
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674
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675
-338