SFG

SVB Financial Group Portfolio holdings

AUM $434K
1-Year Est. Return 277.66%
This Quarter Est. Return
1 Year Est. Return
+277.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$36.6M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$14.4M
2 +$7.65M
3 +$3.52M
4
AXSM icon
Axsome Therapeutics
AXSM
+$2.61M
5
FROG icon
JFrog
FROG
+$1.6M

Top Sells

No sells this quarter

Sector Composition

1 Financials 49.1%
2 Technology 25.7%
3 Healthcare 20.41%
4 Industrials 2.94%
5 Consumer Discretionary 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$46.2K 0.13%
+2,486
27
$22.4K 0.06%
+22,422
28
$20K 0.05%
+16,950
29
$16.3K 0.04%
+20,813
30
$11.7K 0.03%
+5,864