SFG

Stonebridge Financial Group Portfolio holdings

AUM $1.14B
1-Year Est. Return 18.07%
This Quarter Est. Return
1 Year Est. Return
+18.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$907M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
834
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.03%
2 Financials 5.38%
3 Healthcare 3.94%
4 Industrials 3.19%
5 Consumer Staples 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$76.8K 0.01%
+690
327
$76.7K 0.01%
+1,272
328
$76.4K 0.01%
+1,954
329
$75.6K 0.01%
+269
330
$75.4K 0.01%
+1,526
331
$74.9K 0.01%
+915
332
$73.5K 0.01%
+413
333
$73.4K 0.01%
+2,042
334
$72.9K 0.01%
+164
335
$72.2K 0.01%
+683
336
$71.3K 0.01%
+3,255
337
$70.9K 0.01%
+558
338
$70.5K 0.01%
+290
339
$69.7K 0.01%
+720
340
$69K 0.01%
+640
341
$68.9K 0.01%
+1,209
342
$67.4K 0.01%
+1,110
343
$67.3K 0.01%
+1,126
344
$66.4K 0.01%
+1,652
345
$65.5K 0.01%
+575
346
$65K 0.01%
+196
347
$65K 0.01%
+3,000
348
$64.7K 0.01%
+113
349
$63K 0.01%
+2,409
350
$62.8K 0.01%
+568