SFG
SevenBridge Financial Group Portfolio holdings
AUM
$508M
1-Year Return
7.92%
This Quarter Return
+3.38%
1 Year Return
+7.92%
3 Year Return
+29.43%
5 Year Return
+135.77%
10 Year Return
–
AUM
$138M
AUM Growth
+$438K
(+0.32%)
Cap. Flow
+$265K
Cap. Flow
% of AUM
0.19%
Top 10 Holdings %
Top 10 Hldgs %
23.36%
Holding
664
New
29
Increased
7
Reduced
6
Closed
6
Top Buys
Top Sells
| 1 |
Air Products & Chemicals
APD
|
$98.9K |
| 2 |
Conagra Brands
CAG
|
$68.7K |
| 3 |
BP
BP
|
$15.1K |
| 4 |
A.O. Smith
AOS
|
$15K |
| 5 |
Honeywell
HON
|
$3.32K |
Sector Composition
| 1 | Healthcare | 14.67% |
| 2 | Technology | 13.79% |
| 3 | Industrials | 12.7% |
| 4 | Financials | 12.46% |
| 5 | Consumer Staples | 11.39% |
