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
$164M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
679
New
Increased
Reduced
Closed

Top Buys

1
+$802K
2
+$659K
3
+$623K
4
IP icon
International Paper
IP
+$621K
5
GT icon
Goodyear
GT
+$578K

Top Sells

1
+$716K
2
+$633K
3
+$619K
4
KMB icon
Kimberly-Clark
KMB
+$597K
5
BMY icon
Bristol-Myers Squibb
BMY
+$542K

Sector Composition

1 Technology 14.85%
2 Financials 13.91%
3 Healthcare 13.77%
4 Consumer Staples 12.28%
5 Industrials 12.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$10K 0.01%
82
452
$10K 0.01%
243
453
$10K 0.01%
250
454
$10K 0.01%
400
455
$10K 0.01%
200
456
$9K 0.01%
1,732
457
$9K 0.01%
176
458
$9K 0.01%
382
459
$9K 0.01%
82
460
$9K 0.01%
260
461
$9K 0.01%
180
462
$9K 0.01%
175
463
$9K 0.01%
1,100
464
$9K 0.01%
150
465
$9K 0.01%
400
466
$8K ﹤0.01%
118
467
$8K ﹤0.01%
125
468
$8K ﹤0.01%
230
469
$8K ﹤0.01%
212
470
$8K ﹤0.01%
700
471
$8K ﹤0.01%
110
472
$8K ﹤0.01%
164
473
$8K ﹤0.01%
108
474
$8K ﹤0.01%
124
475
$8K ﹤0.01%
245
17 18
19
20 21