SFPG
Stonebridge Financial Planning Group Portfolio holdings
AUM
$240M
1-Year Return
13.29%
This Quarter Return
+8.35%
1 Year Return
+13.29%
3 Year Return
+56.05%
5 Year Return
+83.94%
10 Year Return
–
AUM
$111M
AUM Growth
–
Cap. Flow
+$111M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
32.68%
Holding
365
New
365
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Russell Top 200 Growth ETF
IWY
|
$5.35M |
| 2 |
iShares US Technology ETF
IYW
|
$5.3M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$3.93M |
| 4 |
Vanguard Mega Cap Growth ETF
MGK
|
$3.48M |
| 5 |
Vanguard Utilities ETF
VPU
|
$3.24M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 6.04% |
| 2 | Technology | 4.61% |
| 3 | Communication Services | 3.99% |
| 4 | Industrials | 3.79% |
| 5 | Consumer Discretionary | 2.98% |
