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
$529M
AUM Growth
+$9.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1 +$4.15M
2 +$1.58M
3 +$991K
4
PR icon
Permian Resources
PR
+$962K
5
COST icon
Costco
COST
+$949K

Top Sells

1 +$24.5M
2 +$24.1M
3 +$2.62M
4
AAPL icon
Apple
AAPL
+$1.96M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.73M

Sector Composition

1 Technology 23.57%
2 Healthcare 9.88%
3 Financials 8.99%
4 Consumer Staples 8.31%
5 Communication Services 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-10,075
227
-2,074
228
-1,403
229
-3,520
230
-3,766