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
$179M
AUM Growth
+$5.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
628
New
Increased
Reduced
Closed

Top Buys

1
+$738K
2
+$369K
3
+$289K
4
JNJ icon
Johnson & Johnson
JNJ
+$274K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$252K

Top Sells

1
+$1M
2
+$993K
3
+$791K
4
WOLF icon
Wolfspeed
WOLF
+$393K
5
FULT icon
Fulton Financial
FULT
+$153K

Sector Composition

1 Technology 17.76%
2 Financials 14.34%
3 Healthcare 13.77%
4 Consumer Staples 10.6%
5 Industrials 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.05M 0.59%
10,152
+158
52
$999K 0.56%
16,385
-46
53
$984K 0.55%
12,348
-20
54
$973K 0.54%
9,238
+445
55
$969K 0.54%
21,902
-13
56
$963K 0.54%
13,932
+132
57
$953K 0.53%
6,085
+141
58
$938K 0.52%
5,511
+525
59
$934K 0.52%
16,740
+3,760
60
$926K 0.52%
21,546
-3
61
$922K 0.51%
8,797
62
$894K 0.5%
5,438
+922
63
$893K 0.5%
9,548
-57
64
$869K 0.48%
8,176
65
$861K 0.48%
6,807
+1,377
66
$844K 0.47%
16,517
+665
67
$827K 0.46%
12,130
+4,243
68
$787K 0.44%
18,856
+5,728
69
$731K 0.41%
13,813
-1,448
70
$717K 0.4%
6,619
-1,000
71
$716K 0.4%
4,377
-35
72
$714K 0.4%
14,474
-940
73
$707K 0.39%
3,205
-60
74
$690K 0.38%
16,041
+300
75
$669K 0.37%
11,053
1 2
3
4 5