SFG

SevenBridge Financial Group Portfolio holdings

AUM $567M
1-Year Est. Return 16.15%
This Quarter Est. Return
1 Year Est. Return
+16.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
-$5.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$1.03M
3
+$1.02M
4
APC
Anadarko Petroleum
APC
+$986K
5
MET icon
MetLife
MET
+$834K

Top Sells

1
+$1.68M
2
+$1.31M
3
+$1.16M
4
JKHY icon
Jack Henry & Associates
JKHY
+$1.12M
5
AFL icon
Aflac
AFL
+$1.11M

Sector Composition

1 Healthcare 14.72%
2 Technology 13.83%
3 Industrials 12.72%
4 Financials 12.5%
5 Consumer Staples 11.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$3K ﹤0.01%
100
552
$2K ﹤0.01%
59
553
$2K ﹤0.01%
137
554
$2K ﹤0.01%
400
555
$2K ﹤0.01%
100
556
$2K ﹤0.01%
+100
557
$2K ﹤0.01%
107
558
$2K ﹤0.01%
200
559
$2K ﹤0.01%
100
560
$2K ﹤0.01%
200
561
$2K ﹤0.01%
13
562
$2K ﹤0.01%
+100
563
$2K ﹤0.01%
64
564
$2K ﹤0.01%
15
565
$2K ﹤0.01%
72
566
$2K ﹤0.01%
87
-368
567
$2K ﹤0.01%
34
568
$2K ﹤0.01%
950
569
$2K ﹤0.01%
46
570
$2K ﹤0.01%
56
-58
571
$2K ﹤0.01%
1,300
572
$2K ﹤0.01%
58
573
$1K ﹤0.01%
43
574
$1K ﹤0.01%
13
575
$1K ﹤0.01%
74
21 22
23
24 25