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SFPG
Stonebridge Financial Planning Group Portfolio holdings
AUM
$272M
1-Year Est. Return
16.91%
This Fund
S&P 500
1 Year Est. Return
+16.91%
AUM
$158M
AUM Growth
+$18.8M
(+14%)
Holding
414
Top Buys
| 1 | +$1.29M | |
| 2 | +$851K | |
| 3 | +$484K | |
| 4 |
iShares Russell Top 200 Growth ETF
IWY
|
+$469K |
| 5 |
ROBO Global Healthcare Technology and Innovation ETF
HTEC
|
+$446K |
Top Sells
| 1 | +$277K | |
| 2 | +$245K | |
| 3 | +$151K | |
| 4 |
VPU
Vanguard Utilities ETF
VPU
|
+$134K |
| 5 |
First Trust Value Line Dividend Fund
FVD
|
+$121K |
Sector Composition
| 1 | Technology | 4.69% |
| 2 | Financials | 4.3% |
| 3 | Consumer Discretionary | 3.73% |
| 4 | Communication Services | 3.26% |
| 5 | Industrials | 2.12% |