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
426
$35.3K ﹤0.01%
+281
427
$35.3K ﹤0.01%
+269
428
$34.6K ﹤0.01%
+517
429
$34.4K ﹤0.01%
+475
430
$34.4K ﹤0.01%
+1,119
431
$34K ﹤0.01%
+932
432
$33.8K ﹤0.01%
+1,372
433
$33.4K ﹤0.01%
+759
434
$32.6K ﹤0.01%
+793
435
$32.2K ﹤0.01%
+285
436
$32K ﹤0.01%
+1,088
437
$31.8K ﹤0.01%
+830
438
$31.7K ﹤0.01%
+668
439
$31.5K ﹤0.01%
+786
440
$31.4K ﹤0.01%
+110
441
$31K ﹤0.01%
+951
442
$31K ﹤0.01%
+643
443
$30.7K ﹤0.01%
+338
444
$30.7K ﹤0.01%
+342
445
$30.5K ﹤0.01%
+399
446
$30.4K ﹤0.01%
+3,423
447
$30.3K ﹤0.01%
+1,095
448
$29.8K ﹤0.01%
+304
449
$29.7K ﹤0.01%
+71
450
$29.7K ﹤0.01%
+620