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
626
$2K ﹤0.01%
+49
627
$2K ﹤0.01%
+34
628
$2K ﹤0.01%
+950
629
$2K ﹤0.01%
+200
630
$2K ﹤0.01%
+46
631
$2K ﹤0.01%
+1,300
632
$2K ﹤0.01%
+58
633
$1K ﹤0.01%
+43
634
$1K ﹤0.01%
+10
635
$1K ﹤0.01%
+43
636
$1K ﹤0.01%
+137
637
$1K ﹤0.01%
+13
638
$1K ﹤0.01%
+10
639
$1K ﹤0.01%
+70
640
$1K ﹤0.01%
+18
641
$1K ﹤0.01%
+75
642
$1K ﹤0.01%
+119
643
$1K ﹤0.01%
+7
644
$1K ﹤0.01%
+100
645
$1K ﹤0.01%
+48
646
$1K ﹤0.01%
+41
647
$1K ﹤0.01%
+82
648
$1K ﹤0.01%
+13
649
$1K ﹤0.01%
+28
650
$1K ﹤0.01%
+1
24 25
26
27 28