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
76
$590K 0.33%
4,164
77
$589K 0.33%
4,431
+351
78
$572K 0.32%
12,981
+413
79
$554K 0.31%
5,976
+569
80
$548K 0.31%
8,396
-826
81
$535K 0.3%
90,400
+800
82
$527K 0.29%
2,839
+279
83
$493K 0.27%
8,916
-350
84
$468K 0.26%
6,857
-250
85
$467K 0.26%
6,087
+424
86
$466K 0.26%
4,872
87
$453K 0.25%
7,209
+949
88
$413K 0.23%
5,978
-400
89
$401K 0.22%
1,195
90
$391K 0.22%
4,845
-752
91
$385K 0.21%
18,274
+8,702
92
$382K 0.21%
3,134
-50
93
$349K 0.19%
5,284
+1,523
94
$346K 0.19%
7,926
-525
95
$333K 0.19%
7,596
+67
96
$327K 0.18%
4,699
+450
97
$327K 0.18%
2,626
+250
98
$326K 0.18%
917
99
$318K 0.18%
2,197
100
$314K 0.17%
4,437
-270
2 3
4
5 6