We are live on
!
Find out more
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
$204M
AUM Growth
+$15.9M
(+8.4%)
Holding
443
Top Buys
| 1 | +$5.72M | |
| 2 | +$1.7M | |
| 3 | +$1.2M | |
| 4 |
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
|
+$1.14M |
| 5 |
iShares Semiconductor ETF
SOXX
|
+$724K |
Top Sells
| 1 | +$3.92M | |
| 2 | +$1.4M | |
| 3 | +$553K | |
| 4 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
+$439K |
| 5 |
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
|
+$253K |
Sector Composition
| 1 | Technology | 4.95% |
| 2 | Financials | 3.36% |
| 3 | Communication Services | 3.16% |
| 4 | Consumer Discretionary | 3.14% |
| 5 | Industrials | 1.68% |