SFG
SevenBridge Financial Group Portfolio holdings
AUM
$567M
1-Year Return
16.15%
This Quarter Return
-1.66%
1 Year Return
+16.15%
3 Year Return
+61.73%
5 Year Return
+120.04%
10 Year Return
–
AUM
$174M
AUM Growth
-$6.53M
(-3.6%)
Cap. Flow
-$2.43M
Cap. Flow
% of AUM
-1.39%
Top 10 Holdings %
Top 10 Hldgs %
25.2%
Holding
658
New
26
Increased
58
Reduced
191
Closed
44
Top Buys
| 1 |
IBM
IBM
|
$603K |
| 2 |
Wolfspeed
WOLF
|
$444K |
| 3 |
Invesco
IVZ
|
$288K |
| 4 |
Coterra Energy
CTRA
|
$200K |
| 5 |
Chevron
CVX
|
$150K |
Top Sells
| 1 |
iShares MSCI India ETF
INDA
|
$790K |
| 2 |
Goodyear
GT
|
$527K |
| 3 |
Columbia India Consumer ETF
INCO
|
$362K |
| 4 |
DNKN
Dunkin' Brands Group, Inc.
DNKN
|
$185K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$183K |
Sector Composition
| 1 | Technology | 18.1% |
| 2 | Financials | 15.2% |
| 3 | Healthcare | 13.52% |
| 4 | Industrials | 11.72% |
| 5 | Consumer Staples | 10.82% |
