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
$185M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Sells

1 +$126K
2 +$75.3K
3 +$70.8K
4
GIS icon
General Mills
GIS
+$70.7K
5
ICHR icon
Ichor Holdings
ICHR
+$59.5K

Sector Composition

1 Technology 16.99%
2 Healthcare 15.88%
3 Financials 12.59%
4 Consumer Staples 12.32%
5 Industrials 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$2K ﹤0.01%
67
552
$2K ﹤0.01%
200
553
$2K ﹤0.01%
260
554
$2K ﹤0.01%
125
555
$2K ﹤0.01%
19
556
$2K ﹤0.01%
+25
557
$2K ﹤0.01%
+21
558
$2K ﹤0.01%
41
559
$2K ﹤0.01%
+13
560
$2K ﹤0.01%
96
561
$2K ﹤0.01%
210
562
$1K ﹤0.01%
39
563
$1K ﹤0.01%
12
564
$1K ﹤0.01%
50
-214
565
$1K ﹤0.01%
38
566
$1K ﹤0.01%
18
567
$1K ﹤0.01%
+230
568
$1K ﹤0.01%
+119
569
$1K ﹤0.01%
7
570
$1K ﹤0.01%
16
571
$1K ﹤0.01%
48
572
$1K ﹤0.01%
48
573
$1K ﹤0.01%
101
574
$1K ﹤0.01%
41
575
$1K ﹤0.01%
82