SFG
SevenBridge Financial Group Portfolio holdings
AUM
$567M
1-Year Est. Return
16.15%
1 Year Est. Return
+16.15%
AUM
$567M
AUM Growth
+$59M
(+12%)
Holding
229
Top Buys
| 1 | +$7.04M | |
| 2 | +$1.95M | |
| 3 | +$1.5M | |
| 4 |
BNY Mellon Core Bond ETF
BKAG
|
+$1.41M |
| 5 |
Fidelity Wise Origin Bitcoin Fund
FBTC
|
+$1.39M |
Top Sells
| 1 | +$1.78M | |
| 2 | +$1.65M | |
| 3 | +$910K | |
| 4 |
Hershey
HSY
|
+$889K |
| 5 |
Bank of America
BAC
|
+$858K |
Sector Composition
| 1 | Technology | 24.82% |
| 2 | Financials | 9.72% |
| 3 | Industrials | 8.32% |
| 4 | Healthcare | 7.83% |
| 5 | Communication Services | 7.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
NAK
226
Northern Dynasty Minerals
NAK
$1.13B
| – | – |
-38,421
|
|
||
227
AT&T
T
$188B
| – | – |
-7,937
|
|
||
228
United Parcel Service
UPS
$73.2B
| – | – |
-3,532
|
|
||
229
Vertex Pharmaceuticals
VRTX
$107B
| – | – |
-514
|
|