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
601
$9.34K ﹤0.01%
+304
602
$9.29K ﹤0.01%
+40
603
$9.23K ﹤0.01%
+350
604
$9.21K ﹤0.01%
+580
605
$9.21K ﹤0.01%
+1,000
606
$9.08K ﹤0.01%
+100
607
$8.94K ﹤0.01%
+300
608
$8.94K ﹤0.01%
+6,000
609
$8.89K ﹤0.01%
+334
610
$8.89K ﹤0.01%
+81
611
$8.77K ﹤0.01%
+38
612
$8.68K ﹤0.01%
+350
613
$8.49K ﹤0.01%
+49
614
$8.42K ﹤0.01%
+164
615
$8.42K ﹤0.01%
+677
616
$8.39K ﹤0.01%
+60
617
$8.38K ﹤0.01%
+120
618
$8.2K ﹤0.01%
+35
619
$8.07K ﹤0.01%
+784
620
$8.05K ﹤0.01%
+43
621
$7.99K ﹤0.01%
+73
622
$7.77K ﹤0.01%
+214
623
$7.57K ﹤0.01%
+583
624
$7.54K ﹤0.01%
+50
625
$7.5K ﹤0.01%
+5,000