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

Top Buys

1
+$738K
2
+$369K
3
+$289K
4
JNJ icon
Johnson & Johnson
JNJ
+$274K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$252K

Top Sells

1
+$1M
2
+$993K
3
+$791K
4
WOLF icon
Wolfspeed
WOLF
+$393K
5
FULT icon
Fulton Financial
FULT
+$153K

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
26
$2.06M 1.15%
15,258
+694
27
$2.03M 1.13%
71,091
+2,955
28
$1.96M 1.09%
3,921
-59
29
$1.93M 1.08%
38,440
+904
30
$1.91M 1.06%
78,814
+15,233
31
$1.9M 1.06%
28,412
+277
32
$1.83M 1.02%
33,126
+294
33
$1.83M 1.02%
11,732
+374
34
$1.78M 0.99%
35,654
+4,231
35
$1.65M 0.92%
5,569
+271
36
$1.64M 0.91%
30,402
+279
37
$1.62M 0.9%
11,910
-30
38
$1.59M 0.88%
11,489
+227
39
$1.55M 0.86%
11,672
40
$1.48M 0.82%
7,622
+688
41
$1.47M 0.82%
21,196
-296
42
$1.32M 0.74%
55,641
+4,211
43
$1.32M 0.74%
19,498
-432
44
$1.28M 0.71%
13,337
-6
45
$1.23M 0.68%
18,303
+2,481
46
$1.22M 0.68%
26,830
-112
47
$1.21M 0.67%
26,538
-579
48
$1.19M 0.66%
12,961
-138
49
$1.18M 0.66%
4,798
+64
50
$1.05M 0.59%
4,637
+110
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