SFPG
Stonebridge Financial Planning Group Portfolio holdings
AUM
$240M
This Quarter Return
+5.06%
1 Year Return
+13.29%
3 Year Return
+56.05%
5 Year Return
+83.94%
10 Year Return
–
AUM
$210M
AUM Growth
+$210M
(+5.5%)
Cap. Flow
+$1.5M
Cap. Flow
% of AUM
0.72%
Top 10 Holdings %
Top 10 Hldgs %
31.43%
Holding
160
New
7
Increased
46
Reduced
83
Closed
2
Top Buys
| 1 |
Costco
COST
|
$861K |
| 2 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$749K |
| 3 |
iShares US Tech Breakthrough Multisector ETF
TECB
|
$611K |
| 4 |
FT Vest Fund of Buffer ETFs
BUFR
|
$577K |
| 5 |
Boston Scientific
BSX
|
$545K |
Top Sells
Sector Composition
| 1 | Technology | 5.17% |
| 2 | Financials | 3.65% |
| 3 | Consumer Discretionary | 2.79% |
| 4 | Healthcare | 1.66% |
| 5 | Communication Services | 1.29% |
