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
$363M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.65M
3
+$1.43M
4
EOG icon
EOG Resources
EOG
+$1.23M
5
HD icon
Home Depot
HD
+$1.11M

Top Sells

1
+$1.09M
2
+$1.03M
3
+$1.02M
4
CFG icon
Citizens Financial Group
CFG
+$935K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$929K

Sector Composition

1 Technology 20.02%
2 Healthcare 14.09%
3 Consumer Staples 10.97%
4 Industrials 7.8%
5 Financials 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-1,661
177
– –
-16,638
178
– –
-1,172
179
– –
-10,709
180
– –
-4,562
181
– –
-2,198
182
– –
-10,393
4 5 6 7
8