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
$138M
AUM Growth
+$438K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
664
New
Increased
Reduced
Closed

Top Sells

1 +$98.9K
2 +$68.7K
3 +$15.1K
4
AOS icon
A.O. Smith
AOS
+$15K
5
HON icon
Honeywell
HON
+$3.32K

Sector Composition

1 Healthcare 14.67%
2 Technology 13.79%
3 Industrials 12.68%
4 Financials 12.46%
5 Consumer Staples 11.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$116K 0.08%
2,176
177
$115K 0.08%
10,600
178
$114K 0.08%
974
179
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180
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181
$107K 0.08%
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182
$107K 0.08%
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183
$107K 0.08%
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184
$106K 0.08%
970
185
$106K 0.08%
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186
$105K 0.08%
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187
$103K 0.07%
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188
$103K 0.07%
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189
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194
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$93K 0.07%
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$93K 0.07%
3,475