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
$179M
AUM Growth
+$5.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
628
New
Increased
Reduced
Closed

Top Buys

1 +$738K
2 +$369K
3 +$289K
4
JNJ icon
Johnson & Johnson
JNJ
+$274K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$252K

Top Sells

1 +$1M
2 +$993K
3 +$791K
4
WOLF icon
Wolfspeed
WOLF
+$393K
5
FULT icon
Fulton Financial
FULT
+$153K

Sector Composition

1 Technology 17.76%
2 Financials 14.34%
3 Healthcare 13.77%
4 Consumer Staples 10.6%
5 Industrials 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$29K 0.02%
1,000
302
$29K 0.02%
75
303
$29K 0.02%
343
304
$28K 0.02%
792
305
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306
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275
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307
$27K 0.02%
2,916
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308
$27K 0.02%
625
309
$27K 0.02%
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310
$27K 0.02%
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311
$26K 0.01%
242
312
$26K 0.01%
75
313
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502
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314
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$25K 0.01%
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316
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400
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