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
$452M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Sells

1 +$6.19M
2 +$431K
3 +$368K
4
PSN icon
Parsons
PSN
+$259K
5
AXON icon
Axon Enterprise
AXON
+$213K

Sector Composition

1 Technology 23.22%
2 Healthcare 11.67%
3 Consumer Staples 9.46%
4 Industrials 7.71%
5 Financials 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$279K 0.06%
5,651
177
$278K 0.06%
+633
178
$277K 0.06%
3,972
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179
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2,265
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181
$249K 0.06%
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182
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2,523
+200
183
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184
$241K 0.05%
459
185
$238K 0.05%
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186
$237K 0.05%
+3,151
187
$235K 0.05%
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188
$226K 0.05%
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189
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191
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194
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195
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196
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197
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198
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921
199
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200
$211K 0.05%
221