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
526
$15.6K ﹤0.01%
+200
527
$15.6K ﹤0.01%
+336
528
$15.6K ﹤0.01%
+155
529
$15.5K ﹤0.01%
+100
530
$15.5K ﹤0.01%
+100
531
$15.4K ﹤0.01%
+446
532
$15.4K ﹤0.01%
+1,500
533
$15.3K ﹤0.01%
+216
534
$15.3K ﹤0.01%
+226
535
$15.3K ﹤0.01%
+200
536
$15.1K ﹤0.01%
+85
537
$15K ﹤0.01%
+213
538
$14.9K ﹤0.01%
+180
539
$14.8K ﹤0.01%
+500
540
$14.7K ﹤0.01%
+690
541
$14.7K ﹤0.01%
+49
542
$14.7K ﹤0.01%
+5,000
543
$14.6K ﹤0.01%
+8,301
544
$14.5K ﹤0.01%
+150
545
$14.5K ﹤0.01%
+35
546
$14.2K ﹤0.01%
+146
547
$14.2K ﹤0.01%
+525
548
$14.1K ﹤0.01%
+1,000
549
$14K ﹤0.01%
+413
550
$14K ﹤0.01%
+300