SFG
SVB Financial Group Portfolio holdings
AUM
$434K
This Quarter Return
-14.6%
1 Year Return
+277.66%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$36.6M
AUM Growth
–
Cap. Flow
+$36.6M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
92.47%
Holding
30
New
30
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Coinbase
COIN
|
$14.4M |
| 2 |
Okta
OKTA
|
$7.65M |
| 3 |
Root
ROOT
|
$3.52M |
| 4 |
Axsome Therapeutics
AXSM
|
$2.61M |
| 5 |
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% |
