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
$247M
AUM Growth
-$37.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$487K
2
+$360K
3
+$355K
4
EPAM icon
EPAM Systems
EPAM
+$345K
5
UBER icon
Uber
UBER
+$344K

Top Sells

1
+$1.31M
2
+$709K
3
+$498K
4
NQP icon
Nuveen Pennsylvania Quality Municipal Income Fund
NQP
+$497K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$463K

Sector Composition

1 Technology 20.98%
2 Healthcare 16.53%
3 Consumer Staples 12.83%
4 Industrials 9.24%
5 Financials 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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