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
$174M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Buys

1
+$673K
2
+$476K
3
+$399K
4
ZBH icon
Zimmer Biomet
ZBH
+$295K
5
SCHW icon
Charles Schwab
SCHW
+$236K

Top Sells

1
+$287K
2
+$268K
3
+$238K
4
MO icon
Altria Group
MO
+$201K
5
MET icon
MetLife
MET
+$163K

Sector Composition

1 Technology 15.25%
2 Healthcare 14.22%
3 Financials 14.04%
4 Consumer Staples 11.92%
5 Industrials 11.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$28K 0.02%
259
-333
327
$28K 0.02%
431
328
$28K 0.02%
343
329
$27K 0.02%
+1,000
330
$27K 0.02%
289
331
$27K 0.02%
1,117
332
$27K 0.02%
700
-800
333
$27K 0.02%
+1,000
334
$27K 0.02%
+1,000
335
$27K 0.02%
+1,000
336
$27K 0.02%
+1,000
337
$27K 0.02%
+1,000
338
$26K 0.01%
220
339
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340
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341
$26K 0.01%
234
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342
$26K 0.01%
240
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343
$25K 0.01%
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344
$25K 0.01%
750
345
$24K 0.01%
650
346
$24K 0.01%
700
347
$24K 0.01%
1,000
348
$24K 0.01%
471
349
$24K 0.01%
1,243
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350
$24K 0.01%
455
12 13
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