SFG

SevenBridge Financial Group Portfolio holdings

AUM $607M
1-Year Est. Return 19.08%
This Quarter Est. Return
1 Year Est. Return
+19.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$174M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Buys

1
+$673K
2
+$476K
3
+$399K
4
ZBH icon
Zimmer Biomet
ZBH
+$295K
5
SCHW icon
Charles Schwab
SCHW
+$236K

Top Sells

1
+$287K
2
+$268K
3
+$238K
4
MO icon
Altria Group
MO
+$201K
5
MET icon
MetLife
MET
+$163K

Sector Composition

1 Technology 15.25%
2 Healthcare 14.22%
3 Financials 14.04%
4 Consumer Staples 11.92%
5 Industrials 11.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$9K 0.01%
108
452
$9K 0.01%
82
453
$9K 0.01%
260
454
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125
455
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243
456
$9K 0.01%
300
457
$9K 0.01%
400
458
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315
459
$9K 0.01%
+221
460
$9K 0.01%
300
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150
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$8K ﹤0.01%
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$8K ﹤0.01%
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1,100
468
$8K ﹤0.01%
150
469
$8K ﹤0.01%
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470
$8K ﹤0.01%
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471
$8K ﹤0.01%
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$7K ﹤0.01%
300
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473
$7K ﹤0.01%
+105
474
$7K ﹤0.01%
80
475
$7K ﹤0.01%
267
-146
17 18
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