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
$174M
AUM Growth
-$6.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
658
New
Increased
Reduced
Closed

Top Buys

1 +$603K
2 +$444K
3 +$288K
4
CTRA icon
Coterra Energy
CTRA
+$200K
5
CVX icon
Chevron
CVX
+$150K

Top Sells

1 +$790K
2 +$527K
3 +$362K
4
DNKN
Dunkin' Brands Group, Inc.
DNKN
+$185K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$183K

Sector Composition

1 Technology 18.1%
2 Financials 15.2%
3 Healthcare 13.52%
4 Industrials 11.7%
5 Consumer Staples 10.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
-10
652
-400
653
-133
654
$0 ﹤0.01%
4
655
$0 ﹤0.01%
9
656
-817
657
-293
658
-1,220