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
$188M
AUM Growth
+$8.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
628
New
Increased
Reduced
Closed

Top Buys

1 +$1.18M
2 +$522K
3 +$183K
4
STOR
STORE Capital Corporation
STOR
+$168K
5
D icon
Dominion Energy
D
+$155K

Top Sells

1 +$1.22M
2 +$1.15M
3 +$498K
4
GE icon
GE Aerospace
GE
+$491K
5
BABA icon
Alibaba
BABA
+$281K

Sector Composition

1 Technology 18%
2 Healthcare 15.52%
3 Financials 13.76%
4 Industrials 11.01%
5 Consumer Staples 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$0 ﹤0.01%
4
627
$0 ﹤0.01%
9
628
-280