SFG

SevenBridge Financial Group Portfolio holdings

AUM $607M
1-Year Est. Return 19.08%
This Quarter Est. Return
1 Year Est. Return
+19.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$173M
AUM Growth
-$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$568K
3
+$511K
4
SBUX icon
Starbucks
SBUX
+$464K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$404K

Top Sells

1
+$1.37M
2
+$771K
3
+$473K
4
INCY icon
Incyte
INCY
+$400K
5
DNKN
Dunkin' Brands Group, Inc.
DNKN
+$391K

Sector Composition

1 Technology 20.35%
2 Healthcare 15.83%
3 Consumer Staples 12.93%
4 Financials 9.35%
5 Communication Services 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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