SFG

SevenBridge Financial Group Portfolio holdings

AUM $622M
1-Year Est. Return 22.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
-$995M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
772
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$3.5M
3
+$2.45M
4
PG icon
Procter & Gamble
PG
+$2.41M
5
AMGN icon
Amgen
AMGN
+$2.41M

Top Sells

1
+$65.4M
2
+$19.7M
3
+$18.2M
4
NOC icon
Northrop Grumman
NOC
+$16.7M
5
HD icon
Home Depot
HD
+$14.7M

Sector Composition

1 Healthcare 13.99%
2 Consumer Staples 13.18%
3 Technology 13.1%
4 Industrials 12.65%
5 Financials 11.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$25K 0.02%
+1,950
352
$25K 0.02%
+696
353
$25K 0.02%
+622
354
$24K 0.02%
+200
355
$24K 0.02%
+400
356
$23K 0.02%
+365
357
$23K 0.02%
+1,000
358
$23K 0.02%
+1,000
359
$23K 0.02%
+220
360
$23K 0.02%
+1,000
361
$23K 0.02%
+3,520
362
$22K 0.02%
+216
363
$22K 0.02%
+400
364
$22K 0.02%
+1,500
365
$21K 0.01%
+1,431
366
$21K 0.01%
+1,000
367
$21K 0.01%
+329
368
$21K 0.01%
+421
369
$21K 0.01%
+315
370
$20K 0.01%
+753
371
$20K 0.01%
+689
372
$20K 0.01%
+1,000
373
$19K 0.01%
+520
374
$19K 0.01%
+2,000
375
$19K 0.01%
+415
13 14
15
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