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
376
$15K 0.01%
584
+292
377
$15K 0.01%
398
378
$15K 0.01%
435
379
$14K 0.01%
4
380
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300
381
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51
382
$14K 0.01%
432
383
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212
384
$13K 0.01%
123
385
$13K 0.01%
150
386
$13K 0.01%
300
387
$13K 0.01%
180
388
$13K 0.01%
150
389
$13K 0.01%
1,300
390
$12K 0.01%
95
391
$12K 0.01%
109
392
$12K 0.01%
700
393
$12K 0.01%
738
+369
394
$12K 0.01%
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395
$12K 0.01%
408
396
$12K 0.01%
700
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397
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200
398
$12K 0.01%
255
399
$12K 0.01%
11
400
$12K 0.01%
350
14 15
16
17 18