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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
726
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727
-46
728
-4,216
729
-6
730
-350
731
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732
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733
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734
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735
-90
736
-1
737
-15
738
-250
739
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740
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741
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742
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743
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744
-420
745
-26
746
-1
747
-8
748
-402
749
-63
750
-1