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
276
$34K 0.01%
+300
277
$33K 0.01%
436
278
$33K 0.01%
357
+14
279
$33K 0.01%
621
280
$32K 0.01%
343
281
$32K 0.01%
+560
282
$31K 0.01%
3,156
283
$31K 0.01%
75
284
$30K 0.01%
600
285
$29K 0.01%
370
286
$29K 0.01%
988
+440
287
$29K 0.01%
139
288
$29K 0.01%
326
289
$29K 0.01%
531
290
$28K 0.01%
265
291
$28K 0.01%
111
292
$28K 0.01%
688
293
$28K 0.01%
2,057
294
$27K 0.01%
655
295
$27K 0.01%
1,000
296
$27K 0.01%
75
297
$26K 0.01%
220
298
$26K 0.01%
1,000
299
$26K 0.01%
1,000
300
$26K 0.01%
548