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
$163M
AUM Growth
-$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
625
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.58M
3
+$1.31M
4
ABT icon
Abbott
ABT
+$1.28M
5
CMCSA icon
Comcast
CMCSA
+$1.25M

Top Sells

1
+$1.86M
2
+$1.68M
3
+$1.47M
4
BNY
Bank of New York Mellon
BNY
+$1.22M
5
ADI icon
Analog Devices
ADI
+$1.16M

Sector Composition

1 Healthcare 17.25%
2 Technology 15.69%
3 Financials 13.03%
4 Consumer Staples 12.5%
5 Industrials 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$1K ﹤0.01%
13
552
$1K ﹤0.01%
7
553
$1K ﹤0.01%
47
554
$1K ﹤0.01%
59
555
$1K ﹤0.01%
210
556
$1K ﹤0.01%
470
-230
557
$1K ﹤0.01%
67
558
$1K ﹤0.01%
30
559
$1K ﹤0.01%
4
560
$1K ﹤0.01%
68
561
$1K ﹤0.01%
+20
562
– –
0
563
– –
-120
564
– –
-125
565
– –
-100
566
– –
-2,000
567
– –
-1,032
568
$0 ﹤0.01%
9
569
– –
-3,942
570
$0 ﹤0.01%
19
571
$0 ﹤0.01%
17
-44
572
– –
-2,454
573
– –
-800
574
$0 ﹤0.01%
9
-26
575
– –
-150
21 22
23
24 25