SFG

SevenBridge Financial Group Portfolio holdings

AUM $607M
1-Year Est. Return 19.08%
This Quarter Est. Return
1 Year Est. Return
+19.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
-$5.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$1.03M
3
+$1.02M
4
APC
Anadarko Petroleum
APC
+$986K
5
MET icon
MetLife
MET
+$834K

Top Sells

1
+$1.68M
2
+$1.31M
3
+$1.16M
4
JKHY icon
Jack Henry & Associates
JKHY
+$1.12M
5
AFL icon
Aflac
AFL
+$1.11M

Sector Composition

1 Healthcare 14.72%
2 Technology 13.82%
3 Industrials 12.73%
4 Financials 12.5%
5 Consumer Staples 11.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$32K 0.02%
2,624
302
$31K 0.02%
655
-819
303
$31K 0.02%
267
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304
$31K 0.02%
622
305
$30K 0.02%
666
306
$30K 0.02%
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307
$30K 0.02%
513
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308
$29K 0.02%
434
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309
$29K 0.02%
748
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310
$28K 0.02%
400
311
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312
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950
313
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314
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315
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700
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$27K 0.02%
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+211
11 12
13
14 15