SFG

SevenBridge Financial Group Portfolio holdings

AUM $567M
1-Year Est. Return 16.15%
This Quarter Est. Return
1 Year Est. Return
+16.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$190M
AUM Growth
-$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
650
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.25M
3
+$765K
4
TGT icon
Target
TGT
+$430K
5
TTE icon
TotalEnergies
TTE
+$412K

Top Sells

1
+$746K
2
+$590K
3
+$540K
4
PFG icon
Principal Financial Group
PFG
+$513K
5
JNJ icon
Johnson & Johnson
JNJ
+$505K

Sector Composition

1 Technology 17.55%
2 Healthcare 14.47%
3 Consumer Staples 13.5%
4 Financials 11.4%
5 Industrials 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
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