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
$256M
AUM Growth
+$36.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$2.18M
2 +$897K
3 +$838K
4
TFC icon
Truist Financial
TFC
+$679K
5
JNJ icon
Johnson & Johnson
JNJ
+$561K

Top Sells

1 +$1.47M
2 +$813K
3 +$373K
4
T icon
AT&T
T
+$200K
5
BP icon
BP
BP
+$183K

Sector Composition

1 Technology 20.85%
2 Healthcare 15.01%
3 Consumer Staples 12.05%
4 Communication Services 9.56%
5 Financials 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-10,500
152
-37,707
153
-11,440