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
551
$14K ﹤0.01%
+415
552
$13.7K ﹤0.01%
+1,615
553
$13.5K ﹤0.01%
+82
554
$13.5K ﹤0.01%
+100
555
$13.5K ﹤0.01%
+50
556
$13.2K ﹤0.01%
+208
557
$13.1K ﹤0.01%
+130
558
$13K ﹤0.01%
+410
559
$12.8K ﹤0.01%
+300
560
$12.6K ﹤0.01%
+59
561
$12.6K ﹤0.01%
+20
562
$12.6K ﹤0.01%
+300
563
$12.5K ﹤0.01%
+73
564
$12.4K ﹤0.01%
+698
565
$12.3K ﹤0.01%
+600
566
$12.3K ﹤0.01%
+300
567
$12.1K ﹤0.01%
+17
568
$12.1K ﹤0.01%
+100
569
$11.9K ﹤0.01%
+210
570
$11.9K ﹤0.01%
+284
571
$11.8K ﹤0.01%
+245
572
$11.6K ﹤0.01%
+215
573
$11.5K ﹤0.01%
+305
574
$11.4K ﹤0.01%
+20
575
$11.4K ﹤0.01%
+734