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
376
$20K 0.01%
622
377
$19K 0.01%
262
378
$19K 0.01%
465
379
$19K 0.01%
1,108
380
$19K 0.01%
800
381
$19K 0.01%
675
382
$19K 0.01%
200
383
$19K 0.01%
250
384
$19K 0.01%
346
385
$18K 0.01%
761
-479
386
$18K 0.01%
350
-100
387
$18K 0.01%
365
388
$18K 0.01%
228
389
$18K 0.01%
502
390
$18K 0.01%
309
391
$17K 0.01%
296
392
$17K 0.01%
150
393
$17K 0.01%
769
394
$17K 0.01%
+685
395
$17K 0.01%
387
396
$17K 0.01%
+364
397
$17K 0.01%
160
-160
398
$17K 0.01%
850
+750
399
$17K 0.01%
293
400
$16K 0.01%
100
14 15
16
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