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

Top Buys

1
+$673K
2
+$476K
3
+$399K
4
ZBH icon
Zimmer Biomet
ZBH
+$295K
5
SCHW icon
Charles Schwab
SCHW
+$236K

Top Sells

1
+$287K
2
+$268K
3
+$238K
4
MO icon
Altria Group
MO
+$201K
5
MET icon
MetLife
MET
+$163K

Sector Composition

1 Technology 15.25%
2 Healthcare 14.22%
3 Financials 14.04%
4 Consumer Staples 11.92%
5 Industrials 11.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$3K ﹤0.01%
93
-2
552
$3K ﹤0.01%
94
553
$3K ﹤0.01%
32
554
$3K ﹤0.01%
29
555
$3K ﹤0.01%
200
556
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87
557
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950
558
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559
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1,000
560
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400
561
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562
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35
563
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266
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565
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566
$2K ﹤0.01%
125
567
$2K ﹤0.01%
19
568
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15
569
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570
$2K ﹤0.01%
20
-140
571
$2K ﹤0.01%
700
572
$2K ﹤0.01%
100
573
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1,000
574
$1K ﹤0.01%
50
575
$1K ﹤0.01%
12
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