SFG

SevenBridge Financial Group Portfolio holdings

AUM $607M
1-Year Est. Return 19.08%
This Quarter Est. Return
1 Year Est. Return
+19.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1 +$1.05M
2 +$583K
3 +$561K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$550K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$529K

Top Sells

1 +$591K
2 +$382K
3 +$209K
4
GIS icon
General Mills
GIS
+$145K
5
DD icon
DuPont de Nemours
DD
+$143K

Sector Composition

1 Technology 16.59%
2 Healthcare 14.76%
3 Financials 12.63%
4 Consumer Staples 12.2%
5 Industrials 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$7K ﹤0.01%
100
477
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500
478
$7K ﹤0.01%
300
+100
479
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225
+75
480
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426
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$7K ﹤0.01%
250
+50
482
$6K ﹤0.01%
70
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$6K ﹤0.01%
49
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369
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35
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5
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$5K ﹤0.01%
37
498
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624
499
$5K ﹤0.01%
125
500
$5K ﹤0.01%
308