SFPG
Stonebridge Financial Planning Group Portfolio holdings
AUM
$240M
This Quarter Return
+5.58%
1 Year Return
+13.29%
3 Year Return
+56.05%
5 Year Return
+83.94%
10 Year Return
–
AUM
$150M
AUM Growth
+$150M
(+5.1%)
Cap. Flow
+$1.51M
Cap. Flow
% of AUM
1%
Top 10 Holdings %
Top 10 Hldgs %
32.98%
Holding
125
New
10
Increased
43
Reduced
50
Closed
2
Top Buys
Top Sells
| 1 |
Vanguard Mega Cap Growth ETF
MGK
|
$1.16M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$1.04M |
| 3 |
Meta Platforms (Facebook)
META
|
$326K |
| 4 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$308K |
| 5 |
iShares Russell Top 200 Growth ETF
IWY
|
$295K |
Sector Composition
| 1 | Financials | 3.87% |
| 2 | Technology | 2.36% |
| 3 | Consumer Discretionary | 2.05% |
| 4 | Industrials | 1.44% |
| 5 | Healthcare | 1.07% |
