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
276
$45K 0.03%
817
277
$43K 0.03%
1,862
278
$42K 0.03%
684
+171
279
$42K 0.03%
754
280
$41K 0.03%
1,350
281
$40K 0.02%
1,350
-1,400
282
$39K 0.02%
680
283
$39K 0.02%
750
+100
284
$38K 0.02%
780
285
$38K 0.02%
2,100
286
$38K 0.02%
2,627
287
$38K 0.02%
475
288
$38K 0.02%
1,267
289
$38K 0.02%
700
290
$38K 0.02%
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291
$38K 0.02%
+1,000
292
$38K 0.02%
2,125
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293
$38K 0.02%
400
294
$38K 0.02%
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295
$38K 0.02%
700
296
$37K 0.02%
450
297
$37K 0.02%
3,100
+700
298
$37K 0.02%
436
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299
$37K 0.02%
655
300
$37K 0.02%
686
-48