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
$164M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$779K
2
+$710K
3
+$659K
4
UPS icon
United Parcel Service
UPS
+$644K
5
GT icon
Goodyear
GT
+$586K

Top Sells

1
+$770K
2
+$640K
3
+$626K
4
KMB icon
Kimberly-Clark
KMB
+$597K
5
BMY icon
Bristol-Myers Squibb
BMY
+$555K

Sector Composition

1 Technology 14.85%
2 Financials 13.91%
3 Healthcare 13.77%
4 Consumer Staples 12.28%
5 Industrials 12.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$66K 0.04%
1,737
227
$66K 0.04%
604
228
$66K 0.04%
2,309
+200
229
$65K 0.04%
4,000
-275
230
$64K 0.04%
1,450
231
$63K 0.04%
1,220
232
$62K 0.04%
619
+126
233
$62K 0.04%
310
234
$62K 0.04%
5,950
+150
235
$59K 0.04%
+1,500
236
$58K 0.04%
2,125
237
$58K 0.04%
1,816
-62
238
$57K 0.03%
2,292
239
$57K 0.03%
14,775
+190
240
$56K 0.03%
2,305
241
$55K 0.03%
1,451
242
$55K 0.03%
2,883
243
$55K 0.03%
+1,000
244
$55K 0.03%
376
245
$55K 0.03%
592
-86
246
$54K 0.03%
2,228
+20
247
$54K 0.03%
1,150
248
$53K 0.03%
1,592
249
$52K 0.03%
800
250
$51K 0.03%
628
-17
8 9
10
11 12