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

Top Buys

1
+$689K
2
+$382K
3
+$281K
4
D icon
Dominion Energy
D
+$276K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$243K

Top Sells

1
+$1M
2
+$973K
3
+$738K
4
WOLF icon
Wolfspeed
WOLF
+$417K
5
FULT icon
Fulton Financial
FULT
+$160K

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
476
$6K ﹤0.01%
60
477
$6K ﹤0.01%
139
478
$6K ﹤0.01%
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-475
479
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200
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25
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482
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483
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491
$5K ﹤0.01%
300
492
$5K ﹤0.01%
624
493
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50
497
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844
498
$5K ﹤0.01%
110
499
$5K ﹤0.01%
75
500
$4K ﹤0.01%
40
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