We are live on ! Find out more
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
$181M
AUM Growth
+$6.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$909K
3
+$753K
4
VPV icon
Invesco Pennsylvania Value Municipal Income Trust
VPV
+$282K
5
NEA icon
Nuveen AMT-Free Quality Municipal Income Fund
NEA
+$267K

Top Sells

1
+$1.49M
2
+$581K
3
+$289K
4
BCR
CR Bard Inc.
BCR
+$260K
5
INDA icon
iShares MSCI India ETF
INDA
+$248K

Sector Composition

1 Technology 16.25%
2 Financials 14.65%
3 Healthcare 13.35%
4 Industrials 11.68%
5 Consumer Staples 11.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$3K ﹤0.01%
100
552
$3K ﹤0.01%
125
553
$3K ﹤0.01%
+110
554
$3K ﹤0.01%
+198
555
$3K ﹤0.01%
+54
556
$3K ﹤0.01%
87
557
$3K ﹤0.01%
146
-476
558
$3K ﹤0.01%
950
559
$3K ﹤0.01%
133
560
$3K ﹤0.01%
400
561
$3K ﹤0.01%
+193
562
$3K ﹤0.01%
68
-16
563
$3K ﹤0.01%
58
564
$3K ﹤0.01%
100
565
$3K ﹤0.01%
260
566
$3K ﹤0.01%
94
567
$3K ﹤0.01%
+19
568
$3K ﹤0.01%
32
569
$2K ﹤0.01%
35
570
$2K ﹤0.01%
+28
571
$2K ﹤0.01%
+143
572
$2K ﹤0.01%
83
-320
573
$2K ﹤0.01%
4
574
$2K ﹤0.01%
+70
575
$2K ﹤0.01%
269
+3
21 22
23
24 25