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
251
$51K 0.03%
978
252
$51K 0.03%
616
253
$50K 0.03%
2,000
+100
254
$50K 0.03%
3,500
255
$50K 0.03%
2,315
256
$50K 0.03%
+1,047
257
$49K 0.03%
641
258
$49K 0.03%
406
259
$49K 0.03%
445
260
$49K 0.03%
900
-400
261
$48K 0.03%
2,000
262
$48K 0.03%
2,900
+200
263
$47K 0.03%
537
-35
264
$47K 0.03%
725
265
$47K 0.03%
2,920
266
$47K 0.03%
670
267
$46K 0.03%
704
-21
268
$46K 0.03%
517
269
$46K 0.03%
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270
$46K 0.03%
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271
$46K 0.03%
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272
$45K 0.03%
980
273
$45K 0.03%
820
274
$45K 0.03%
1,130
275
$45K 0.03%
990
9 10
11
12 13