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%
1,819
206
$70K 0.04%
1,400
207
$67K 0.04%
1,037
208
$67K 0.04%
1,030
+346
209
$66K 0.04%
485
+85
210
$65K 0.04%
3,594
-1,200
211
$65K 0.04%
2,920
212
$63K 0.04%
926
213
$63K 0.04%
1,089
214
$63K 0.04%
1,707
+40
215
$62K 0.03%
1,500
-9,518
216
$61K 0.03%
2,292
217
$61K 0.03%
1,000
218
$60K 0.03%
406
219
$59K 0.03%
1,625
220
$59K 0.03%
2,000
221
$59K 0.03%
1,198
+70
222
$58K 0.03%
1,665
223
$58K 0.03%
1,620
224
$58K 0.03%
1,000
225
$56K 0.03%
270
7 8
9
10 11