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
$142M
AUM Growth
-$995M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
772
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$3.5M
3
+$2.45M
4
PG icon
Procter & Gamble
PG
+$2.41M
5
AMGN icon
Amgen
AMGN
+$2.41M

Top Sells

1
+$65.4M
2
+$19.7M
3
+$18.2M
4
NOC icon
Northrop Grumman
NOC
+$16.7M
5
HD icon
Home Depot
HD
+$14.7M

Sector Composition

1 Healthcare 13.99%
2 Consumer Staples 13.18%
3 Technology 13.1%
4 Industrials 12.65%
5 Financials 11.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$5K ﹤0.01%
+170
527
$5K ﹤0.01%
+624
528
$5K ﹤0.01%
+365
529
$5K ﹤0.01%
+124
530
$5K ﹤0.01%
+75
531
$5K ﹤0.01%
+100
532
$5K ﹤0.01%
+70
533
$5K ﹤0.01%
+202
534
$5K ﹤0.01%
+50
535
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+200
536
$5K ﹤0.01%
+260
537
$5K ﹤0.01%
+168
538
$5K ﹤0.01%
+120
539
$5K ﹤0.01%
+180
540
$5K ﹤0.01%
+126
541
$5K ﹤0.01%
+191
542
$5K ﹤0.01%
+186
543
$5K ﹤0.01%
+7
544
$5K ﹤0.01%
+174
545
$5K ﹤0.01%
+196
546
$5K ﹤0.01%
+300
547
$5K ﹤0.01%
+109
548
$5K ﹤0.01%
+197
549
$4K ﹤0.01%
+200
550
$4K ﹤0.01%
+1,000
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