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
$185M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Sells

1 +$126K
2 +$75.3K
3 +$70.8K
4
GIS icon
General Mills
GIS
+$70.7K
5
ICHR icon
Ichor Holdings
ICHR
+$59.5K

Sector Composition

1 Technology 16.99%
2 Healthcare 15.88%
3 Financials 12.59%
4 Consumer Staples 12.32%
5 Industrials 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$90K 0.03%
1,298
+115
177
$90K 0.03%
495
+205
178
$89K 0.03%
1,518
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179
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503
180
$86K 0.03%
2,075
-200
181
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182
$84K 0.03%
8,472
+7,728
183
$84K 0.03%
1,113
184
$83K 0.03%
988
185
$81K 0.03%
801
186
$80K 0.03%
337
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187
$77K 0.03%
2,232
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188
$77K 0.03%
485
189
$75K 0.03%
1,804
190
$74K 0.03%
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$74K 0.03%
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192
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193
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196
$70K 0.03%
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197
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978
198
$69K 0.03%
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199
$69K 0.03%
916
200
$68K 0.03%
445