SFG

SevenBridge Financial Group Portfolio holdings

AUM $567M
1-Year Est. Return 16.15%
This Quarter Est. Return
1 Year Est. Return
+16.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$779K
2
+$710K
3
+$659K
4
UPS icon
United Parcel Service
UPS
+$644K
5
GT icon
Goodyear
GT
+$586K

Top Sells

1
+$770K
2
+$640K
3
+$626K
4
KMB icon
Kimberly-Clark
KMB
+$597K
5
BMY icon
Bristol-Myers Squibb
BMY
+$555K

Sector Composition

1 Technology 14.85%
2 Financials 13.91%
3 Healthcare 13.77%
4 Consumer Staples 12.28%
5 Industrials 12.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$26K 0.02%
5,039
352
$26K 0.02%
1,125
+900
353
$26K 0.02%
600
354
$25K 0.02%
558
355
$25K 0.02%
220
356
$25K 0.02%
477
+102
357
$25K 0.02%
2,624
358
$24K 0.01%
1,431
359
$24K 0.01%
195
360
$23K 0.01%
242
361
$23K 0.01%
700
362
$23K 0.01%
213
363
$23K 0.01%
471
364
$23K 0.01%
252
365
$23K 0.01%
+400
366
$22K 0.01%
400
367
$22K 0.01%
600
368
$22K 0.01%
400
369
$22K 0.01%
455
370
$21K 0.01%
1,250
371
$21K 0.01%
650
372
$21K 0.01%
1,000
373
$21K 0.01%
+735
374
$20K 0.01%
675
375
$20K 0.01%
1,400
13 14
15
16 17