SFG

Stonebridge Financial Group Portfolio holdings

AUM $1.03B
This Quarter Est. Return
1 Year Est. Return
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
651
$6.46K ﹤0.01%
+135
652
$6.4K ﹤0.01%
+61
653
$6.3K ﹤0.01%
+200
654
$6.26K ﹤0.01%
+447
655
$6.24K ﹤0.01%
+42
656
$6.22K ﹤0.01%
+397
657
$6.16K ﹤0.01%
+154
658
$6.16K ﹤0.01%
+65
659
$6.04K ﹤0.01%
+305
660
$6.03K ﹤0.01%
+175
661
$5.96K ﹤0.01%
+92
662
$5.96K ﹤0.01%
+29
663
$5.86K ﹤0.01%
+11
664
$5.83K ﹤0.01%
+105
665
$5.58K ﹤0.01%
+144
666
$5.54K ﹤0.01%
+104
667
$5.54K ﹤0.01%
+62
668
$5.54K ﹤0.01%
+200
669
$5.34K ﹤0.01%
+29
670
$5.32K ﹤0.01%
+66
671
$5.3K ﹤0.01%
+230
672
$5.27K ﹤0.01%
+200
673
$5.25K ﹤0.01%
+132
674
$5.17K ﹤0.01%
+132
675
$5.14K ﹤0.01%
+200