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
$152M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1 +$1.23M
2 +$1.09M
3 +$1.09M
4
BK icon
Bank of New York Mellon
BK
+$958K
5
C icon
Citigroup
C
+$926K

Top Sells

1 +$2.37M
2 +$1.27M
3 +$969K
4
PNC icon
PNC Financial Services
PNC
+$782K
5
LHX icon
L3Harris
LHX
+$743K

Sector Composition

1 Technology 15.45%
2 Financials 14.02%
3 Healthcare 13.48%
4 Consumer Staples 12.3%
5 Industrials 11.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$10K 0.01%
+345
427
$10K 0.01%
413
-354
428
$10K 0.01%
734
+46
429
$10K 0.01%
82
430
$10K 0.01%
570
431
$10K 0.01%
260
432
$10K 0.01%
180
433
$10K 0.01%
100
434
$10K 0.01%
250
-68
435
$10K 0.01%
114
436
$9K 0.01%
385
-609
437
$9K 0.01%
84
-450
438
$9K 0.01%
700
-542
439
$9K 0.01%
1,732
440
$9K 0.01%
176
-46
441
$9K 0.01%
382
442
$9K 0.01%
82
-29
443
$9K 0.01%
243
-505
444
$9K 0.01%
175
445
$9K 0.01%
77
446
$9K 0.01%
400
+200
447
$9K 0.01%
1,000
448
$8K 0.01%
230
449
$8K 0.01%
212
450
$8K 0.01%
110
-24