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
151
$162K 0.09%
10,425
+2,900
152
$158K 0.09%
+3,705
153
$158K 0.09%
3,508
154
$157K 0.09%
2,063
-500
155
$148K 0.08%
3,257
-128
156
$146K 0.08%
1,708
157
$146K 0.08%
1,625
-186
158
$145K 0.08%
1,784
+200
159
$142K 0.08%
2,634
+43
160
$139K 0.08%
2,029
+46
161
$137K 0.08%
4,075
162
$135K 0.08%
2,328
+16
163
$127K 0.07%
1,178
164
$126K 0.07%
1,286
165
$123K 0.07%
2,800
+200
166
$122K 0.07%
1,540
-322
167
$119K 0.07%
2,454
-120
168
$115K 0.06%
2,290
169
$113K 0.06%
+1,882
170
$112K 0.06%
502
-22
171
$111K 0.06%
2,704
172
$111K 0.06%
704
173
$110K 0.06%
672
174
$110K 0.06%
640
175
$109K 0.06%
1,856
+300
5 6
7
8 9