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
$142M
AUM Growth
-$995M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
772
New
Increased
Reduced
Closed

Top Buys

1
+$3.77M
2
+$3.73M
3
+$2.6M
4
PG icon
Procter & Gamble
PG
+$2.48M
5
PEP icon
PepsiCo
PEP
+$2.42M

Top Sells

1
+$62.7M
2
+$20.9M
3
+$19.1M
4
NOC icon
Northrop Grumman
NOC
+$17.6M
5
HD icon
Home Depot
HD
+$14.2M

Sector Composition

1 Healthcare 13.99%
2 Consumer Staples 13.18%
3 Technology 13.11%
4 Industrials 12.64%
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%
+400
355
$24K 0.02%
+200
356
$23K 0.02%
+1,000
357
$23K 0.02%
+220
358
$23K 0.02%
+365
359
$23K 0.02%
+1,000
360
$23K 0.02%
+3,520
361
$23K 0.02%
+1,000
362
$22K 0.02%
+1,500
363
$22K 0.02%
+216
364
$22K 0.02%
+400
365
$21K 0.01%
+329
366
$21K 0.01%
+1,431
367
$21K 0.01%
+1,000
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%
+2,000
374
$19K 0.01%
+600
375
$19K 0.01%
+520
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15
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