SFG
SevenBridge Financial Group Portfolio holdings
AUM
$567M
1-Year Return
16.15%
This Quarter Return
+3.13%
1 Year Return
+16.15%
3 Year Return
+61.73%
5 Year Return
+120.04%
10 Year Return
–
AUM
$164M
AUM Growth
+$11.6M
(+7.6%)
Cap. Flow
+$6.7M
Cap. Flow
% of AUM
4.09%
Top 10 Holdings %
Top 10 Hldgs %
23.44%
Holding
678
New
29
Increased
146
Reduced
69
Closed
18
Top Buys
| 1 |
General Mills
GIS
|
$779K |
| 2 |
AbbVie
ABBV
|
$710K |
| 3 |
International Paper
IP
|
$659K |
| 4 |
United Parcel Service
UPS
|
$644K |
| 5 |
Goodyear
GT
|
$586K |
Top Sells
| 1 |
Polaris
PII
|
$770K |
| 2 |
Aflac
AFL
|
$640K |
| 3 |
Enbridge
ENB
|
$626K |
| 4 |
Kimberly-Clark
KMB
|
$597K |
| 5 |
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 | 12.18% |
