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
551
$4K ﹤0.01%
+137
552
$4K ﹤0.01%
+176
553
$4K ﹤0.01%
+300
554
$4K ﹤0.01%
+72
555
$4K ﹤0.01%
+3
556
$4K ﹤0.01%
+156
557
$4K ﹤0.01%
+49
558
$4K ﹤0.01%
+155
559
$4K ﹤0.01%
+73
560
$4K ﹤0.01%
+80
561
$4K ﹤0.01%
+198
562
$4K ﹤0.01%
+81
563
$4K ﹤0.01%
+385
564
$4K ﹤0.01%
+125
565
$4K ﹤0.01%
+100
566
$4K ﹤0.01%
+490
567
$4K ﹤0.01%
+28
568
$4K ﹤0.01%
+125
569
$4K ﹤0.01%
+240
570
$4K ﹤0.01%
+150
571
$4K ﹤0.01%
+844
572
$4K ﹤0.01%
+200
573
$4K ﹤0.01%
+217
574
$4K ﹤0.01%
+75
575
$4K ﹤0.01%
+200