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
$137M
AUM Growth
-$5.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$1M
3
+$956K
4
APC
Anadarko Petroleum
APC
+$858K
5
PPL icon
PPL Corp
PPL
+$783K

Top Sells

1
+$1.79M
2
+$1.43M
3
+$1.19M
4
NEE icon
NextEra Energy
NEE
+$1.17M
5
ADP icon
Automatic Data Processing
ADP
+$1.15M

Sector Composition

1 Healthcare 14.72%
2 Technology 13.82%
3 Industrials 12.73%
4 Financials 12.5%
5 Consumer Staples 11.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$21K 0.02%
689
352
$21K 0.02%
455
-56
353
$21K 0.02%
600
354
$20K 0.01%
2,045
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355
$20K 0.01%
+81
356
$20K 0.01%
233
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357
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1,000
358
$20K 0.01%
600
359
$20K 0.01%
400
360
$19K 0.01%
283
361
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400
362
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1,000
363
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400
364
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315
365
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366
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400
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$18K 0.01%
471
368
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500
369
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168
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373
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450
374
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375
$17K 0.01%
242
13 14
15
16 17