SFG

SevenBridge Financial Group Portfolio holdings

AUM $622M
1-Year Est. Return 22.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
-$995M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
772
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$3.5M
3
+$2.45M
4
PG icon
Procter & Gamble
PG
+$2.41M
5
AMGN icon
Amgen
AMGN
+$2.41M

Top Sells

1
+$65.4M
2
+$19.7M
3
+$18.2M
4
NOC icon
Northrop Grumman
NOC
+$16.7M
5
HD icon
Home Depot
HD
+$14.7M

Sector Composition

1 Healthcare 13.99%
2 Consumer Staples 13.18%
3 Technology 13.1%
4 Industrials 12.65%
5 Financials 11.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$11K 0.01%
+191
452
$11K 0.01%
+734
453
$11K 0.01%
+750
454
$11K 0.01%
+257
455
$11K 0.01%
+157
456
$10K 0.01%
+155
457
$10K 0.01%
+463
458
$10K 0.01%
+413
459
$10K 0.01%
+180
460
$10K 0.01%
+200
461
$10K 0.01%
+900
462
$10K 0.01%
+282
463
$10K 0.01%
+449
464
$10K 0.01%
+110
465
$10K 0.01%
+11
466
$10K 0.01%
+1,000
467
$10K 0.01%
+144
468
$9K 0.01%
+275
469
$9K 0.01%
+50
470
$9K 0.01%
+134
471
$9K 0.01%
+260
472
$9K 0.01%
+8,000
473
$9K 0.01%
+180
474
$9K 0.01%
+263
475
$9K 0.01%
+77
17 18
19
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