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
601
$3K ﹤0.01%
+49
602
$3K ﹤0.01%
+50
603
$3K ﹤0.01%
+101
604
$2K ﹤0.01%
+59
605
$2K ﹤0.01%
+67
606
$2K ﹤0.01%
+100
607
$2K ﹤0.01%
+68
608
$2K ﹤0.01%
+72
609
$2K ﹤0.01%
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610
$2K ﹤0.01%
+143
611
$2K ﹤0.01%
+400
612
$2K ﹤0.01%
+30
613
$2K ﹤0.01%
+26
614
$2K ﹤0.01%
+33
615
$2K ﹤0.01%
+18
616
$2K ﹤0.01%
+200
617
$2K ﹤0.01%
+200
618
$2K ﹤0.01%
+40
619
$2K ﹤0.01%
+13
620
$2K ﹤0.01%
+156
621
$2K ﹤0.01%
+64
622
$2K ﹤0.01%
+15
623
$2K ﹤0.01%
+37
624
$2K ﹤0.01%
+20
625
$2K ﹤0.01%
+100
23 24
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