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

Top Buys

1
+$1.33M
2
+$1.03M
3
+$1.02M
4
APC
Anadarko Petroleum
APC
+$986K
5
MET icon
MetLife
MET
+$834K

Top Sells

1
+$1.68M
2
+$1.31M
3
+$1.16M
4
JKHY icon
Jack Henry & Associates
JKHY
+$1.12M
5
AFL icon
Aflac
AFL
+$1.11M

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%
365
352
$21K 0.02%
689
353
$21K 0.02%
455
-56
354
$21K 0.02%
600
355
$20K 0.01%
2,045
-166
356
$20K 0.01%
+81
357
$20K 0.01%
233
-602
358
$20K 0.01%
1,000
359
$20K 0.01%
600
360
$20K 0.01%
400
361
$19K 0.01%
400
362
$19K 0.01%
1,000
363
$19K 0.01%
400
364
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315
365
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+595
366
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283
367
$19K 0.01%
400
368
$18K 0.01%
168
-300
369
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465
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370
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371
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372
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471
373
$18K 0.01%
500
374
$17K 0.01%
242
375
$17K 0.01%
450
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