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
$164M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
679
New
Increased
Reduced
Closed

Top Buys

1
+$802K
2
+$659K
3
+$623K
4
IP icon
International Paper
IP
+$621K
5
GT icon
Goodyear
GT
+$578K

Top Sells

1
+$716K
2
+$633K
3
+$619K
4
KMB icon
Kimberly-Clark
KMB
+$597K
5
BMY icon
Bristol-Myers Squibb
BMY
+$542K

Sector Composition

1 Technology 14.85%
2 Financials 13.91%
3 Healthcare 13.77%
4 Consumer Staples 12.28%
5 Industrials 12.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$1K ﹤0.01%
35
602
$1K ﹤0.01%
100
603
$1K ﹤0.01%
41
604
$1K ﹤0.01%
200
605
$1K ﹤0.01%
100
606
$1K ﹤0.01%
82
607
$1K ﹤0.01%
13
608
$1K ﹤0.01%
7
609
$1K ﹤0.01%
92
610
$1K ﹤0.01%
1
611
$1K ﹤0.01%
15
612
$1K ﹤0.01%
30
613
$1K ﹤0.01%
8
614
$1K ﹤0.01%
42
615
$1K ﹤0.01%
59
616
$1K ﹤0.01%
30
617
$1K ﹤0.01%
150
618
$1K ﹤0.01%
67
619
$1K ﹤0.01%
108
620
$1K ﹤0.01%
50
621
$1K ﹤0.01%
10
622
$1K ﹤0.01%
30
623
$1K ﹤0.01%
26
624
$1K ﹤0.01%
4
625
$1K ﹤0.01%
1,000
23 24
25
26 27