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
$179M
AUM Growth
+$5.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
628
New
Increased
Reduced
Closed

Top Buys

1 +$738K
2 +$369K
3 +$289K
4
JNJ icon
Johnson & Johnson
JNJ
+$274K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$252K

Top Sells

1 +$1M
2 +$993K
3 +$791K
4
WOLF icon
Wolfspeed
WOLF
+$393K
5
FULT icon
Fulton Financial
FULT
+$153K

Sector Composition

1 Technology 17.76%
2 Financials 14.34%
3 Healthcare 13.77%
4 Consumer Staples 10.6%
5 Industrials 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$76K 0.04%
4,475
202
$75K 0.04%
243
203
$73K 0.04%
990
204
$70K 0.04%
6,330
205
$70K 0.04%
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206
$70K 0.04%
1,400
207
$67K 0.04%
1,037
208
$67K 0.04%
1,030
+346
209
$66K 0.04%
485
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210
$65K 0.04%
3,594
-1,200
211
$65K 0.04%
2,920
212
$63K 0.04%
926
213
$63K 0.04%
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214
$63K 0.04%
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215
$62K 0.03%
1,500
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216
$61K 0.03%
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217
$61K 0.03%
1,000
218
$60K 0.03%
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219
$59K 0.03%
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220
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221
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1,198
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222
$58K 0.03%
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223
$58K 0.03%
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224
$58K 0.03%
1,000
225
$56K 0.03%
270