SFG

SevenBridge Financial Group Portfolio holdings

AUM $567M
1-Year Est. Return 16.15%
This Quarter Est. Return
1 Year Est. Return
+16.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
-$5.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$1.03M
3
+$1.02M
4
APC
Anadarko Petroleum
APC
+$986K
5
MET icon
MetLife
MET
+$834K

Top Sells

1
+$1.68M
2
+$1.31M
3
+$1.16M
4
JKHY icon
Jack Henry & Associates
JKHY
+$1.12M
5
AFL icon
Aflac
AFL
+$1.11M

Sector Composition

1 Healthcare 14.72%
2 Technology 13.83%
3 Industrials 12.72%
4 Financials 12.5%
5 Consumer Staples 11.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$67K 0.05%
550
227
$63K 0.05%
827
228
$62K 0.05%
1,878
-1,975
229
$60K 0.04%
1,450
230
$59K 0.04%
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-300
231
$59K 0.04%
498
-114
232
$58K 0.04%
2,550
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233
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801
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234
$56K 0.04%
150
235
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236
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920
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237
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400
238
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239
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240
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241
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246
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247
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248
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249
$49K 0.04%
780
250
$49K 0.04%
1,554
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