SFG

SevenBridge Financial Group Portfolio holdings

AUM $567M
1-Year Est. Return 16.15%
This Quarter Est. Return
1 Year Est. Return
+16.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.14B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$5.81M
2
+$3.38M
3
+$2.01M
4
WFC icon
Wells Fargo
WFC
+$1.81M
5
CAG icon
Conagra Brands
CAG
+$1.72M

Top Sells

No sells this quarter

Sector Composition

1 Financials 0.65%
2 Industrials 0.65%
3 Healthcare 0.48%
4 Consumer Discretionary 0.39%
5 Technology 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$690K 0.06%
+43,691
27
$666K 0.06%
+43,510
28
$656K 0.06%
+111,056
29
$641K 0.06%
+41,524
30
$637K 0.06%
+133,044
31
$636K 0.06%
+39,788
32
$600K 0.05%
+15,300
33
$575K 0.05%
+59,645
34
$564K 0.05%
+56,011
35
$550K 0.05%
+64,642
36
$536K 0.05%
+35,537
37
$525K 0.05%
+27,804
38
$520K 0.05%
+26,593
39
$484K 0.04%
+55,224
40
$481K 0.04%
+46,200
41
$476K 0.04%
+42,145
42
$473K 0.04%
+67,109
43
$472K 0.04%
+37,548
44
$458K 0.04%
+121,200
45
$412K 0.04%
+195,024
46
$404K 0.04%
+79,952
47
$400K 0.04%
+11,632
48
$371K 0.03%
+82,177
49
$289K 0.03%
+12,800
50
$261K 0.02%
+27,627
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