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SFG

SevenBridge Financial Group Portfolio holdings

AUM $638M
1-Year Est. Return 27.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.05M
3
+$1.04M
4
BNY
Bank of New York Mellon
BNY
+$950K
5
C icon
Citigroup
C
+$921K

Top Sells

1
+$2.52M
2
+$1.17M
3
+$1M
4
TGT icon
Target
TGT
+$923K
5
PNC icon
PNC Financial Services
PNC
+$804K

Sector Composition

1 Technology 15.44%
2 Financials 14.02%
3 Healthcare 13.48%
4 Consumer Staples 12.3%
5 Industrials 11.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$3K ﹤0.01%
32
552
$3K ﹤0.01%
29
-28
553
$3K ﹤0.01%
135
554
$3K ﹤0.01%
200
555
$3K ﹤0.01%
72
556
$3K ﹤0.01%
49
557
$3K ﹤0.01%
133
-3,334
558
$3K ﹤0.01%
700
559
$3K ﹤0.01%
400
560
$3K ﹤0.01%
25
-25
561
$3K ﹤0.01%
100
562
$3K ﹤0.01%
1,300
563
$3K ﹤0.01%
58
564
$2K ﹤0.01%
66
-134
565
$2K ﹤0.01%
59
566
$2K ﹤0.01%
143
567
$2K ﹤0.01%
44
-93
568
$2K ﹤0.01%
74
569
$2K ﹤0.01%
3
-1
570
$2K ﹤0.01%
67
571
$2K ﹤0.01%
19
-214
572
$2K ﹤0.01%
200
573
$2K ﹤0.01%
68
574
$2K ﹤0.01%
19
-4
575
$2K ﹤0.01%
64
21 22
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