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
$185M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Sells

1 +$125K
2 +$76.6K
3 +$68.3K
4
CVS icon
CVS Health
CVS
+$65.9K
5
KSU
Kansas City Southern
KSU
+$65.8K

Sector Composition

1 Technology 16.99%
2 Healthcare 15.88%
3 Financials 12.59%
4 Consumer Staples 12.32%
5 Industrials 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$5K ﹤0.01%
624
477
$5K ﹤0.01%
145
478
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125
479
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+186
480
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200
481
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150
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844
484
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+275
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$5K ﹤0.01%
49
486
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146
487
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488
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489
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400
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$4K ﹤0.01%
1,300
491
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75
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100
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635
494
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26
496
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50
497
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300
498
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261
499
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30
500
$4K ﹤0.01%
321