SFG
SevenBridge Financial Group Portfolio holdings
AUM
$508M
1-Year Return
7.92%
This Quarter Return
+2.44%
1 Year Return
+7.92%
3 Year Return
+29.43%
5 Year Return
+135.77%
10 Year Return
–
AUM
$179M
AUM Growth
+$5.26M
(+3%)
Cap. Flow
+$2.32M
Cap. Flow
% of AUM
1.29%
Top 10 Holdings %
Top 10 Hldgs %
25.72%
Holding
628
New
15
Increased
129
Reduced
83
Closed
23
Top Buys
| 1 |
Amazon
AMZN
|
$738K |
| 2 |
AT&T
T
|
$369K |
| 3 |
Dominion Energy
D
|
$289K |
| 4 |
Johnson & Johnson
JNJ
|
$274K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$252K |
Top Sells
| 1 |
Delta Air Lines
DAL
|
$1M |
| 2 |
Apple
AAPL
|
$993K |
| 3 |
TWX
Time Warner Inc
TWX
|
$791K |
| 4 |
Wolfspeed
WOLF
|
$393K |
| 5 |
Fulton Financial
FULT
|
$153K |
Sector Composition
| 1 | Technology | 17.76% |
| 2 | Financials | 14.34% |
| 3 | Healthcare | 13.77% |
| 4 | Consumer Staples | 10.6% |
| 5 | Industrials | 10.54% |
