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
$179M
AUM Growth
+$5.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
628
New
Increased
Reduced
Closed

Top Buys

1
+$738K
2
+$369K
3
+$289K
4
JNJ icon
Johnson & Johnson
JNJ
+$274K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$252K

Top Sells

1
+$1M
2
+$993K
3
+$791K
4
WOLF icon
Wolfspeed
WOLF
+$393K
5
FULT icon
Fulton Financial
FULT
+$153K

Sector Composition

1 Technology 17.76%
2 Financials 14.34%
3 Healthcare 13.77%
4 Consumer Staples 10.6%
5 Industrials 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$56K 0.03%
945
-60
227
$56K 0.03%
290
228
$55K 0.03%
700
+225
229
$55K 0.03%
1,300
230
$55K 0.03%
1,058
-502
231
$55K 0.03%
1,605
-36
232
$54K 0.03%
2,240
+40
233
$53K 0.03%
325
234
$53K 0.03%
1,444
235
$52K 0.03%
978
236
$52K 0.03%
1,360
+250
237
$51K 0.03%
2,243
+43
238
$51K 0.03%
980
239
$51K 0.03%
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240
$51K 0.03%
754
241
$50K 0.03%
918
242
$49K 0.03%
468
243
$48K 0.03%
724
244
$48K 0.03%
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245
$47K 0.03%
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246
$47K 0.03%
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247
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3,500
248
$46K 0.03%
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249
$46K 0.03%
1,802
250
$46K 0.03%
+700
8 9
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