SFG

SevenBridge Financial Group Portfolio holdings

AUM $607M
1-Year Est. Return 19.08%
This Quarter Est. Return
1 Year Est. Return
+19.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$342M
AUM Growth
+$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$4.86M
2
+$3.46M
3
+$2.4M
4
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$1.48M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.36M

Top Sells

1
+$1.25M
2
+$756K
3
+$691K
4
MMM icon
3M
MMM
+$669K
5
TFC icon
Truist Financial
TFC
+$565K

Sector Composition

1 Technology 17.24%
2 Healthcare 16.05%
3 Consumer Staples 10.91%
4 Financials 9.08%
5 Industrials 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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188
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