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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
626
$1K ﹤0.01%
4
627
$1K ﹤0.01%
1,000
628
$0 ﹤0.01%
5
629
$0 ﹤0.01%
+10
630
– –
0
631
– –
-180
632
– –
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633
– –
-667
634
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635
– –
-317
636
– –
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637
– –
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638
$0 ﹤0.01%
3
639
$0 ﹤0.01%
5
640
– –
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641
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0
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$0 ﹤0.01%
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647
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3
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$0 ﹤0.01%
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$0 ﹤0.01%
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650
$0 ﹤0.01%
200
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