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
$174M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Buys

1
+$657K
2
+$475K
3
+$402K
4
ZBH icon
Zimmer Biomet
ZBH
+$300K
5
SCHW icon
Charles Schwab
SCHW
+$224K

Top Sells

1
+$287K
2
+$268K
3
+$238K
4
MO icon
Altria Group
MO
+$211K
5
MET icon
MetLife
MET
+$153K

Sector Composition

1 Technology 15.24%
2 Healthcare 14.22%
3 Financials 14.04%
4 Consumer Staples 11.92%
5 Industrials 11.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$4K ﹤0.01%
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541
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50
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+100
550
$3K ﹤0.01%
100
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