SFG
Stonebridge Financial Group Portfolio holdings
AUM
$1.14B
1-Year Est. Return
18.07%
1 Year Est. Return
+18.07%
AUM
$1.14B
AUM Growth
+$106M
(+10%)
Holding
255
Top Buys
| 1 | +$26M | |
| 2 | +$16.3M | |
| 3 | +$15.4M | |
| 4 |
Capital Group Growth ETF
CGGR
|
+$11.1M |
| 5 |
PIMCO Multi Sector Bond Active ETF
PYLD
|
+$8M |
Top Sells
| 1 | +$25.9M | |
| 2 | +$14.4M | |
| 3 | +$14.1M | |
| 4 |
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
|
+$7.42M |
| 5 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$3.4M |
Sector Composition
| 1 | Technology | 7.93% |
| 2 | Financials | 5.28% |
| 3 | Industrials | 3.76% |
| 4 | Healthcare | 2.68% |
| 5 | Communication Services | 1.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Invesco S&P 500 Equal Weight ETF
RSP
$74.8B
| – | – |
-2,512
|
|
||
252
Take-Two Interactive
TTWO
$45.2B
| – | – |
-1,012
|
|
||
253
Global X Uranium ETF
URA
$5.32B
| – | – |
-363,920
|
|
||
254
State Street SPDR S&P Aerospace & Defense ETF
XAR
$4.4B
| – | – |
-68,316
|
|
||
255
Zscaler
ZS
$38.9B
| – | – |
-772
|
|