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
501
$19.3K ﹤0.01%
+283
502
$18.9K ﹤0.01%
+800
503
$18.6K ﹤0.01%
+700
504
$18.4K ﹤0.01%
+140
505
$18.2K ﹤0.01%
+10,000
506
$17.7K ﹤0.01%
+60
507
$17.7K ﹤0.01%
+250
508
$17.7K ﹤0.01%
+519
509
$17.6K ﹤0.01%
+299
510
$17.3K ﹤0.01%
+128
511
$17.2K ﹤0.01%
+600
512
$16.9K ﹤0.01%
+583
513
$16.9K ﹤0.01%
+357
514
$16.8K ﹤0.01%
+80
515
$16.8K ﹤0.01%
+250
516
$16.8K ﹤0.01%
+186
517
$16.7K ﹤0.01%
+50
518
$16.7K ﹤0.01%
+187
519
$16.6K ﹤0.01%
+737
520
$16.2K ﹤0.01%
+91
521
$16.1K ﹤0.01%
+642
522
$16.1K ﹤0.01%
+550
523
$15.9K ﹤0.01%
+428
524
$15.7K ﹤0.01%
+174
525
$15.7K ﹤0.01%
+128