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
$185M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Sells

1 +$126K
2 +$75.3K
3 +$70.8K
4
GIS icon
General Mills
GIS
+$70.7K
5
ICHR icon
Ichor Holdings
ICHR
+$59.5K

Sector Composition

1 Technology 16.99%
2 Healthcare 15.88%
3 Financials 12.59%
4 Consumer Staples 12.32%
5 Industrials 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$6K ﹤0.01%
100
452
$6K ﹤0.01%
15
-18
453
$6K ﹤0.01%
70
454
$6K ﹤0.01%
107
+99
455
$6K ﹤0.01%
40
456
$6K ﹤0.01%
200
457
$6K ﹤0.01%
130
458
$6K ﹤0.01%
168
459
$6K ﹤0.01%
200
460
$6K ﹤0.01%
35
461
$6K ﹤0.01%
435
462
$5K ﹤0.01%
218
+202
463
$5K ﹤0.01%
40
464
$5K ﹤0.01%
70
465
$5K ﹤0.01%
300
466
$5K ﹤0.01%
125
467
$5K ﹤0.01%
131
468
$5K ﹤0.01%
62
469
$5K ﹤0.01%
300
470
$5K ﹤0.01%
125
-100
471
$5K ﹤0.01%
73
472
$5K ﹤0.01%
9
473
$5K ﹤0.01%
198
474
$5K ﹤0.01%
81
475
$5K ﹤0.01%
+186