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
$342M
AUM Growth
+$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$4.86M
2
+$3.46M
3
+$2.4M
4
HYMB icon
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$1.48M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.36M

Top Sells

1
+$1.25M
2
+$756K
3
+$691K
4
MMM icon
3M
MMM
+$669K
5
TFC icon
Truist Financial
TFC
+$565K

Sector Composition

1 Technology 17.24%
2 Healthcare 16.05%
3 Consumer Staples 10.91%
4 Financials 9.08%
5 Industrials 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.99M 0.58%
11,082
52
$1.92M 0.56%
13,652
-4,901
53
$1.91M 0.56%
11,023
-243
54
$1.89M 0.55%
6,106
+2,710
55
$1.69M 0.49%
25,373
+1,425
56
$1.61M 0.47%
6,108
-60
57
$1.55M 0.45%
53,115
-4,877
58
$1.54M 0.45%
11,380
-338
59
$1.53M 0.45%
18,340
+118
60
$1.51M 0.44%
57,103
-3,862
61
$1.51M 0.44%
21,099
-100
62
$1.48M 0.43%
+60,330
63
$1.44M 0.42%
19,691
64
$1.44M 0.42%
15,821
+69
65
$1.39M 0.41%
39,606
-41
66
$1.37M 0.4%
17,628
+977
67
$1.36M 0.4%
+14,171
68
$1.35M 0.4%
11,564
+1,593
69
$1.33M 0.39%
15,817
-42
70
$1.32M 0.39%
7,615
-65
71
$1.32M 0.39%
11,204
+104
72
$1.32M 0.39%
90,170
+9,850
73
$1.31M 0.38%
53,091
+2,475
74
$1.3M 0.38%
5,427
75
$1.28M 0.37%
5,324
-19
1 2
3
4 5