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
$164M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
679
New
Increased
Reduced
Closed

Top Buys

1
+$802K
2
+$659K
3
+$623K
4
IP icon
International Paper
IP
+$621K
5
GT icon
Goodyear
GT
+$578K

Top Sells

1
+$716K
2
+$633K
3
+$619K
4
KMB icon
Kimberly-Clark
KMB
+$597K
5
BMY icon
Bristol-Myers Squibb
BMY
+$542K

Sector Composition

1 Technology 14.85%
2 Financials 13.91%
3 Healthcare 13.77%
4 Consumer Staples 12.28%
5 Industrials 12.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$4K ﹤0.01%
25
552
$3K ﹤0.01%
97
+1
553
$3K ﹤0.01%
41
554
$3K ﹤0.01%
400
555
$3K ﹤0.01%
38
556
$3K ﹤0.01%
194
557
$3K ﹤0.01%
100
558
$3K ﹤0.01%
+26
559
$3K ﹤0.01%
107
560
$3K ﹤0.01%
99
561
$3K ﹤0.01%
100
562
$3K ﹤0.01%
64
563
$3K ﹤0.01%
94
564
$3K ﹤0.01%
32
565
$3K ﹤0.01%
29
566
$3K ﹤0.01%
133
567
$3K ﹤0.01%
700
568
$3K ﹤0.01%
400
569
$3K ﹤0.01%
1,300
570
$3K ﹤0.01%
58
571
$2K ﹤0.01%
143
572
$2K ﹤0.01%
66
573
$2K ﹤0.01%
59
574
$2K ﹤0.01%
35
-37
575
$2K ﹤0.01%
3
21 22
23
24 25