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
$179M
AUM Growth
+$5.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
628
New
Increased
Reduced
Closed

Top Buys

1
+$689K
2
+$382K
3
+$281K
4
D icon
Dominion Energy
D
+$276K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$243K

Top Sells

1
+$1M
2
+$973K
3
+$738K
4
WOLF icon
Wolfspeed
WOLF
+$417K
5
FULT icon
Fulton Financial
FULT
+$160K

Sector Composition

1 Technology 17.76%
2 Financials 14.34%
3 Healthcare 13.77%
4 Consumer Staples 10.6%
5 Industrials 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$19K 0.01%
570
352
$19K 0.01%
200
353
$19K 0.01%
100
354
$19K 0.01%
505
355
$18K 0.01%
751
356
$18K 0.01%
296
357
$18K 0.01%
135
-220
358
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443
-115
359
$18K 0.01%
328
360
$18K 0.01%
478
361
$18K 0.01%
346
362
$17K 0.01%
1,000
363
$17K 0.01%
100
364
$17K 0.01%
364
365
$17K 0.01%
180
366
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214
367
$17K 0.01%
654
368
$17K 0.01%
200
+100
369
$16K 0.01%
900
370
$16K 0.01%
65
371
$16K 0.01%
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372
$16K 0.01%
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373
$16K 0.01%
144
374
$16K 0.01%
250
375
$15K 0.01%
1,000
13 14
15
16 17