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
$142M
AUM Growth
-$995M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
772
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$3.5M
3
+$2.45M
4
PG icon
Procter & Gamble
PG
+$2.41M
5
AMGN icon
Amgen
AMGN
+$2.41M

Top Sells

1
+$65.4M
2
+$19.7M
3
+$18.2M
4
NOC icon
Northrop Grumman
NOC
+$16.7M
5
HD icon
Home Depot
HD
+$14.7M

Sector Composition

1 Healthcare 13.99%
2 Consumer Staples 13.18%
3 Technology 13.1%
4 Industrials 12.65%
5 Financials 11.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$9K 0.01%
+149
477
$9K 0.01%
+150
478
$8K 0.01%
+400
479
$8K 0.01%
+144
480
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+130
481
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+200
482
$8K 0.01%
+570
483
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484
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+94
485
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486
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+704
487
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488
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+200
489
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490
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491
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+88
492
$8K 0.01%
+300
493
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+200
494
$8K 0.01%
+292
495
$8K 0.01%
+109
496
$7K ﹤0.01%
+230
497
$7K ﹤0.01%
+200
498
$7K ﹤0.01%
+53
499
$7K ﹤0.01%
+195
500
$7K ﹤0.01%
+150
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