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
126
$224K 0.12%
2,032
+232
127
$219K 0.12%
1,721
-80
128
$219K 0.12%
1,125
+165
129
$218K 0.12%
1,626
+7
130
$218K 0.12%
8,210
-775
131
$213K 0.12%
12,886
-9,228
132
$213K 0.12%
786
133
$209K 0.12%
4,462
-73
134
$209K 0.12%
4,400
-100
135
$208K 0.12%
2,875
136
$207K 0.12%
4,476
+230
137
$206K 0.11%
9,182
+1,625
138
$203K 0.11%
2,746
+200
139
$199K 0.11%
3,075
-48
140
$197K 0.11%
4,998
-250
141
$190K 0.11%
3,879
142
$185K 0.1%
6,654
143
$181K 0.1%
5,418
+272
144
$180K 0.1%
8,137
+1,884
145
$178K 0.1%
5,848
146
$173K 0.1%
5,717
147
$171K 0.1%
1,011
+200
148
$171K 0.1%
5,115
+1,039
149
$166K 0.09%
890
150
$165K 0.09%
2,346
+300
4 5
6
7 8