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
$138M
AUM Growth
+$438K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
664
New
Increased
Reduced
Closed

Top Sells

1 +$98.9K
2 +$68.7K
3 +$15.1K
4
AOS icon
A.O. Smith
AOS
+$15K
5
HON icon
Honeywell
HON
+$3.32K

Sector Composition

1 Healthcare 14.67%
2 Technology 13.79%
3 Industrials 12.68%
4 Financials 12.46%
5 Consumer Staples 11.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$1K ﹤0.01%
+75
602
$1K ﹤0.01%
+119
603
$1K ﹤0.01%
7
604
$1K ﹤0.01%
100
605
$1K ﹤0.01%
48
606
$1K ﹤0.01%
43
607
$1K ﹤0.01%
41
608
$1K ﹤0.01%
+82
609
$1K ﹤0.01%
13
610
$1K ﹤0.01%
1
611
0
612
$1K ﹤0.01%
42
613
$1K ﹤0.01%
+59
614
$1K ﹤0.01%
30
615
$1K ﹤0.01%
150
616
$1K ﹤0.01%
1
617
$1K ﹤0.01%
+67
618
$1K ﹤0.01%
50
619
$1K ﹤0.01%
10
620
$1K ﹤0.01%
30
621
$1K ﹤0.01%
26
622
$0 ﹤0.01%
12
623
$0 ﹤0.01%
100
624
$0 ﹤0.01%
3
625
$0 ﹤0.01%
100