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
$185M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Sells

1 +$126K
2 +$75.3K
3 +$70.8K
4
GIS icon
General Mills
GIS
+$70.7K
5
ICHR icon
Ichor Holdings
ICHR
+$59.5K

Sector Composition

1 Technology 16.99%
2 Healthcare 15.88%
3 Financials 12.59%
4 Consumer Staples 12.32%
5 Industrials 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$41K 0.02%
383
+47
252
$41K 0.02%
725
253
$40K 0.02%
475
254
$39K 0.01%
2,599
-1,016
255
$39K 0.01%
524
256
$38K 0.01%
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257
$38K 0.01%
973
258
$37K 0.01%
625
259
$37K 0.01%
608
260
$37K 0.01%
436
-545
261
$36K 0.01%
606
262
$36K 0.01%
1,843
263
$36K 0.01%
2,000
264
$36K 0.01%
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265
$36K 0.01%
360
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$35K 0.01%
450
267
$35K 0.01%
312
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268
$35K 0.01%
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269
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$35K 0.01%
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$34K 0.01%
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273
$34K 0.01%
1,717
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274
$34K 0.01%
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275
$34K 0.01%
1,500