We are live on ! Find out more
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
$174M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Buys

1
+$657K
2
+$475K
3
+$402K
4
ZBH icon
Zimmer Biomet
ZBH
+$300K
5
SCHW
Charles Schwab
SCHW
+$224K

Top Sells

1
+$287K
2
+$268K
3
+$238K
4
MO icon
Altria Group
MO
+$211K
5
MET icon
MetLife
MET
+$153K

Sector Composition

1 Technology 15.24%
2 Healthcare 14.22%
3 Financials 14.04%
4 Consumer Staples 11.92%
5 Industrials 11.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
– –
-143
602
– –
-41
603
– –
-690
604
– –
-369
605
– –
-100
606
– –
-74
607
– –
-10
608
– –
-225
609
– –
-1,431
610
– –
-198
611
– –
-194
612
– –
-70
613
– –
-464
614
– –
-769
615
– –
-41
616
– –
-119
617
– –
-5,039
618
– –
-67
619
– –
-1,400
620
– –
-624
621
– –
-365
622
– –
-475
623
– –
-3,500
624
– –
-1,055
625
– –
-550
23 24
25
26 27