SFPG
Stonebridge Financial Planning Group Portfolio holdings
AUM
$240M
This Quarter Return
-6.79%
1 Year Return
+13.29%
3 Year Return
+56.05%
5 Year Return
+83.94%
10 Year Return
–
AUM
$179M
AUM Growth
+$179M
(-6.3%)
Cap. Flow
-$15.7M
Cap. Flow
% of AUM
-8.79%
Top 10 Holdings %
Top 10 Hldgs %
38.54%
Holding
411
New
–
Increased
43
Reduced
48
Closed
301
Top Buys
| 1 |
Vanguard S&P 500 Value ETF
VOOV
|
$655K |
| 2 |
iShares Russell Top 200 Growth ETF
IWY
|
$470K |
| 3 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$354K |
| 4 |
iShares TIPS Bond ETF
TIP
|
$336K |
| 5 |
iShares US Technology ETF
IYW
|
$320K |
Top Sells
Sector Composition
| 1 | Technology | 4.58% |
| 2 | Financials | 3.48% |
| 3 | Consumer Discretionary | 2.92% |
| 4 | Communication Services | 2.33% |
| 5 | Industrials | 1.38% |
