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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
801
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802
-62
803
-15
804
-768
805
-476
806
-46
807
-85
808
-559
809
-599
810
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811
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812
-280
813
-62
814
-3,217
815
-59
816
-7
817
-4
818
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819
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820
-454
821
-1,768
822
-1,514
823
-216
824
-720
825
-1