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
$387M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1 +$1.65M
2 +$791K
3 +$783K
4
AMZN icon
Amazon
AMZN
+$571K
5
EOG icon
EOG Resources
EOG
+$554K

Top Sells

1 +$734K
2 +$500K
3 +$488K
4
CVS icon
CVS Health
CVS
+$297K
5
MTB icon
M&T Bank
MTB
+$277K

Sector Composition

1 Technology 22.14%
2 Healthcare 13.68%
3 Consumer Staples 10.05%
4 Industrials 7.66%
5 Financials 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-24,164
177
-4,000
178
-4,759
179
-5,802
180
-6,424
181
-14,675