SFG
SevenBridge Financial Group Portfolio holdings
AUM
$567M
1-Year Return
16.15%
This Quarter Return
+3.48%
1 Year Return
+16.15%
3 Year Return
+61.73%
5 Year Return
+120.04%
10 Year Return
–
AUM
$142M
AUM Growth
-$995M
(-87%)
Cap. Flow
-$462M
Cap. Flow
% of AUM
-324.27%
Top 10 Holdings %
Top 10 Hldgs %
20.68%
Holding
772
New
677
Increased
16
Reduced
66
Closed
3
Top Buys
| 1 |
Microsoft
MSFT
|
$3.77M |
| 2 |
Johnson & Johnson
JNJ
|
$3.74M |
| 3 |
Exxon Mobil
XOM
|
$2.6M |
| 4 |
Procter & Gamble
PG
|
$2.49M |
| 5 |
PepsiCo
PEP
|
$2.42M |
Top Sells
| 1 |
Alphabet (Google) Class A
GOOGL
|
$62.7M |
| 2 |
Amazon
AMZN
|
$20.9M |
| 3 |
Lockheed Martin
LMT
|
$19.1M |
| 4 |
Northrop Grumman
NOC
|
$17.6M |
| 5 |
Home Depot
HD
|
$14.2M |
Sector Composition
| 1 | Healthcare | 13.99% |
| 2 | Consumer Staples | 13.18% |
| 3 | Technology | 13.11% |
| 4 | Industrials | 12.66% |
| 5 | Financials | 11.4% |
