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
$208M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1 +$749K
2 +$635K
3 +$422K
4
INCY icon
Incyte
INCY
+$400K
5
AMZN icon
Amazon
AMZN
+$261K

Top Sells

1 +$762K
2 +$264K
3 +$205K
4
MPC icon
Marathon Petroleum
MPC
+$203K
5
GILD icon
Gilead Sciences
GILD
+$202K

Sector Composition

1 Technology 18.62%
2 Healthcare 15.15%
3 Consumer Staples 12.35%
4 Financials 11.89%
5 Industrials 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$257K 0.07%
18,184
127
$255K 0.07%
5,114
-450
128
$246K 0.06%
21,200
+808
129
$237K 0.06%
11,548
-313
130
$231K 0.06%
1,507
-31
131
$230K 0.06%
1,733
+15
132
$226K 0.06%
3,279
133
$225K 0.06%
1,550
-77
134
$221K 0.06%
+1,683
135
$217K 0.06%
3,343
+27
136
$215K 0.06%
11,227
-426
137
$213K 0.06%
+1,971
138
$205K 0.05%
2,454
139
0
140
0
141
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142
-2,881
143
0
144
-1,777
145
-5,848
146
-3,192
147
-3,336
148
0
149
-3,834