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
576
$11.3K ﹤0.01%
+67
577
$11.2K ﹤0.01%
+240
578
$11.1K ﹤0.01%
+680
579
$10.9K ﹤0.01%
+400
580
$10.8K ﹤0.01%
+426
581
$10.7K ﹤0.01%
+50
582
$10.7K ﹤0.01%
+220
583
$10.7K ﹤0.01%
+148
584
$10.7K ﹤0.01%
+595
585
$10.5K ﹤0.01%
+134
586
$10.4K ﹤0.01%
+184
587
$10.4K ﹤0.01%
+180
588
$10.4K ﹤0.01%
+45
589
$10.3K ﹤0.01%
+136
590
$10.3K ﹤0.01%
+200
591
$10.2K ﹤0.01%
+1,000
592
$10.2K ﹤0.01%
+266
593
$10.1K ﹤0.01%
+500
594
$10K ﹤0.01%
+670
595
$9.86K ﹤0.01%
+620
596
$9.79K ﹤0.01%
+299
597
$9.72K ﹤0.01%
+982
598
$9.69K ﹤0.01%
+208
599
$9.68K ﹤0.01%
+121
600
$9.55K ﹤0.01%
+1,015