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
$179M
AUM Growth
+$5.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
628
New
Increased
Reduced
Closed

Top Buys

1 +$689K
2 +$382K
3 +$281K
4
D icon
Dominion Energy
D
+$276K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$243K

Top Sells

1 +$1M
2 +$973K
3 +$738K
4
WOLF icon
Wolfspeed
WOLF
+$417K
5
FULT icon
Fulton Financial
FULT
+$160K

Sector Composition

1 Technology 17.76%
2 Financials 14.34%
3 Healthcare 13.77%
4 Consumer Staples 10.6%
5 Industrials 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$8K ﹤0.01%
300
452
$8K ﹤0.01%
109
453
$8K ﹤0.01%
150
454
$7K ﹤0.01%
250
455
$7K ﹤0.01%
125
456
$7K ﹤0.01%
114
457
$7K ﹤0.01%
170
458
$7K ﹤0.01%
+300
459
$7K ﹤0.01%
464
460
$7K ﹤0.01%
365
461
$7K ﹤0.01%
145
462
$7K ﹤0.01%
200
463
$7K ﹤0.01%
150
464
$7K ﹤0.01%
75
465
$7K ﹤0.01%
217
466
$7K ﹤0.01%
126
467
$7K ﹤0.01%
400
468
$6K ﹤0.01%
388
+194
469
$6K ﹤0.01%
264
470
$6K ﹤0.01%
176
471
$6K ﹤0.01%
690
472
$6K ﹤0.01%
89
473
$6K ﹤0.01%
348
474
$6K ﹤0.01%
37
475
$6K ﹤0.01%
100