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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
901
-3,103
902
-410
903
-160
904
-670
905
-208
906
-305
907
-464
908
-110
909
-246
910
-3
911
-120
912
-805
913
-149
914
-66
915
-140
916
-250
917
-47
918
-477
919
-62
920
-200
921
-1,041
922
-1
923
-143
924
-1
925
-56