SFG

SevenBridge Financial Group Portfolio holdings

AUM $607M
1-Year Est. Return 19.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.08%
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
678
New
Increased
Reduced
Closed

Top Buys

1
+$779K
2
+$710K
3
+$659K
4
UPS icon
United Parcel Service
UPS
+$644K
5
GT icon
Goodyear
GT
+$586K

Top Sells

1
+$770K
2
+$640K
3
+$626K
4
KMB icon
Kimberly-Clark
KMB
+$597K
5
BMY icon
Bristol-Myers Squibb
BMY
+$555K

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%
80
480
$7K ﹤0.01%
100
481
$7K ﹤0.01%
114
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%
200
488
$6K ﹤0.01%
+100
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$6K ﹤0.01%
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491
$6K ﹤0.01%
166
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$6K ﹤0.01%
200
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$6K ﹤0.01%
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494
$6K ﹤0.01%
137
-650
495
$6K ﹤0.01%
690
496
$6K ﹤0.01%
50
497
$6K ﹤0.01%
365
498
$6K ﹤0.01%
100
499
$6K ﹤0.01%
150
500
$5K ﹤0.01%
250
18 19
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