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
$142M
AUM Growth
-$995M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
772
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$3.5M
3
+$2.45M
4
PG icon
Procter & Gamble
PG
+$2.41M
5
AMGN icon
Amgen
AMGN
+$2.41M

Top Sells

1
+$65.4M
2
+$19.7M
3
+$18.2M
4
NOC icon
Northrop Grumman
NOC
+$16.7M
5
HD icon
Home Depot
HD
+$14.7M

Sector Composition

1 Healthcare 13.99%
2 Consumer Staples 13.18%
3 Technology 13.1%
4 Industrials 12.65%
5 Financials 11.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$4K ﹤0.01%
+114
577
$4K ﹤0.01%
+100
578
$4K ﹤0.01%
+178
579
$3K ﹤0.01%
+32
580
$3K ﹤0.01%
+70
581
$3K ﹤0.01%
+120
582
$3K ﹤0.01%
+41
583
$3K ﹤0.01%
+74
584
$3K ﹤0.01%
+38
585
$3K ﹤0.01%
+194
586
$3K ﹤0.01%
+20
587
$3K ﹤0.01%
+100
588
$3K ﹤0.01%
+100
589
$3K ﹤0.01%
+145
590
$3K ﹤0.01%
+250
591
$3K ﹤0.01%
+107
592
$3K ﹤0.01%
+99
593
$3K ﹤0.01%
+30
594
$3K ﹤0.01%
+23
595
$3K ﹤0.01%
+50
596
$3K ﹤0.01%
+121
597
$3K ﹤0.01%
+135
598
$3K ﹤0.01%
+700
599
$3K ﹤0.01%
+400
600
$3K ﹤0.01%
+100
22 23
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