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
376
$17K 0.01%
277
-630
377
$17K 0.01%
612
-1,444
378
$16K 0.01%
+700
379
$16K 0.01%
767
-140
380
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400
381
$16K 0.01%
200
382
$15K 0.01%
592
+296
383
$15K 0.01%
300
384
$15K 0.01%
+1,108
385
$15K 0.01%
350
386
$15K 0.01%
387
-45
387
$15K 0.01%
200
388
$14K 0.01%
592
389
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150
390
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100
391
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275
392
$14K 0.01%
822
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393
$14K 0.01%
490
394
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228
395
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396
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569
397
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398
$14K 0.01%
293
-49
399
$13K 0.01%
500
400
$13K 0.01%
570
14 15
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