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
$1.14B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$5.81M
2
+$3.38M
3
+$2.01M
4
WFC icon
Wells Fargo
WFC
+$1.81M
5
CAG icon
Conagra Brands
CAG
+$1.72M

Top Sells

No sells this quarter

Sector Composition

1 Financials 0.65%
2 Industrials 0.65%
3 Healthcare 0.48%
4 Consumer Discretionary 0.39%
5 Technology 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$255K 0.02%
+25,765
52
$250K 0.02%
+27,880
53
$214K 0.02%
+23,790
54
$200K 0.02%
+5,466
55
$184K 0.02%
+28,886
56
$163K 0.01%
+139,203
57
$120K 0.01%
+1,830,960
58
$97K 0.01%
+25,999
59
$50K ﹤0.01%
+593,640
60
– –
0
1 2
3