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
301
$26K 0.01%
260
+10
302
$25K 0.01%
93
303
$25K 0.01%
1,110
-2,640
304
$25K 0.01%
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306
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+1,250
307
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$24K 0.01%
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309
$24K 0.01%
465
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$24K 0.01%
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311
$24K 0.01%
5,039
312
$24K 0.01%
1,445
313
$24K 0.01%
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314
$23K 0.01%
242
315
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416
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$23K 0.01%
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$22K 0.01%
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$22K 0.01%
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$22K 0.01%
570
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$22K 0.01%
199