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SFG

SevenBridge Financial Group Portfolio holdings

AUM $638M
1-Year Est. Return 27.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.05M
3
+$1.04M
4
BNY
Bank of New York Mellon
BNY
+$950K
5
C icon
Citigroup
C
+$921K

Top Sells

1
+$2.52M
2
+$1.17M
3
+$1M
4
TGT icon
Target
TGT
+$923K
5
PNC icon
PNC Financial Services
PNC
+$804K

Sector Composition

1 Technology 15.44%
2 Financials 14.02%
3 Healthcare 13.48%
4 Consumer Staples 12.3%
5 Industrials 11.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$28K 0.02%
+1,101
327
$28K 0.02%
1,000
328
$28K 0.02%
1,950
329
$28K 0.02%
421
330
$28K 0.02%
1,048
-508
331
$28K 0.02%
622
332
$27K 0.02%
200
333
$27K 0.02%
2,000
334
$27K 0.02%
600
335
$26K 0.02%
+2,400
336
$26K 0.02%
5,039
337
$26K 0.02%
220
338
$26K 0.02%
472
-574
339
$26K 0.02%
+1,110
340
$26K 0.02%
343
-277
341
$25K 0.02%
1,117
-1,517
342
$25K 0.02%
1,858
-2,842
343
$25K 0.02%
195
-359
344
$25K 0.02%
675
345
$24K 0.02%
753
346
$24K 0.02%
558
347
$24K 0.02%
502
-5,050
348
$23K 0.02%
1,250
349
$23K 0.02%
700
-1,036
350
$23K 0.02%
600
12 13
14
15 16