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
$164M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
679
New
Increased
Reduced
Closed

Top Buys

1
+$802K
2
+$659K
3
+$623K
4
IP icon
International Paper
IP
+$621K
5
GT icon
Goodyear
GT
+$578K

Top Sells

1
+$716K
2
+$633K
3
+$619K
4
KMB icon
Kimberly-Clark
KMB
+$597K
5
BMY icon
Bristol-Myers Squibb
BMY
+$542K

Sector Composition

1 Technology 14.85%
2 Financials 13.91%
3 Healthcare 13.77%
4 Consumer Staples 12.28%
5 Industrials 12.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$8K ﹤0.01%
300
477
$8K ﹤0.01%
200
478
$8K ﹤0.01%
150
479
$7K ﹤0.01%
100
480
$7K ﹤0.01%
114
481
$7K ﹤0.01%
80
482
$7K ﹤0.01%
464
483
$7K ﹤0.01%
149
484
$7K ﹤0.01%
1,000
485
$7K ﹤0.01%
109
486
$6K ﹤0.01%
100
487
$6K ﹤0.01%
150
488
$6K ﹤0.01%
200
489
$6K ﹤0.01%
166
490
$6K ﹤0.01%
47
491
$6K ﹤0.01%
168
492
$6K ﹤0.01%
+100
493
$6K ﹤0.01%
200
494
$6K ﹤0.01%
100
495
$6K ﹤0.01%
137
-650
496
$6K ﹤0.01%
171
497
$6K ﹤0.01%
690
498
$6K ﹤0.01%
50
499
$6K ﹤0.01%
365
500
$5K ﹤0.01%
250
18 19
20
21 22