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
101
$306K 0.17%
5,382
+243
102
$305K 0.17%
2,252
+150
103
$305K 0.17%
7,825
104
$299K 0.17%
2,760
+386
105
$298K 0.17%
5,710
-175
106
$290K 0.16%
5,746
+89
107
$286K 0.16%
4,359
-112
108
$282K 0.16%
3,382
109
$280K 0.16%
6,532
110
$278K 0.15%
5,595
111
$278K 0.15%
23,200
112
$277K 0.15%
13,290
+400
113
$273K 0.15%
2,232
-200
114
$272K 0.15%
2,003
-150
115
$271K 0.15%
2,100
116
$261K 0.15%
1,961
+35
117
$260K 0.14%
2,365
+18
118
$255K 0.14%
3,060
+440
119
$253K 0.14%
2,956
+1,119
120
$253K 0.14%
19,478
121
$251K 0.14%
6,119
+609
122
$250K 0.14%
7,627
+4,030
123
$247K 0.14%
1,782
+12
124
$230K 0.13%
18,184
125
$226K 0.13%
3,215
3 4
5
6 7