SFG
SevenBridge Financial Group Portfolio holdings
AUM
$508M
This Quarter Return
+8.87%
1 Year Return
+7.92%
3 Year Return
+29.43%
5 Year Return
+135.77%
10 Year Return
–
AUM
$185M
AUM Growth
+$185M
(+13%)
Cap. Flow
+$2.05M
Cap. Flow
% of AUM
1.11%
Top 10 Holdings %
Top 10 Hldgs %
27.53%
Holding
624
New
32
Increased
91
Reduced
83
Closed
6
Top Buys
| 1 |
Advanced Micro Devices
AMD
|
$344K |
| 2 |
Edwards Lifesciences
EW
|
$157K |
| 3 |
Walt Disney
DIS
|
$138K |
| 4 |
BBL
BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares)
BBL
|
$135K |
| 5 |
ProShares Ultra QQQ
QLD
|
$110K |
Top Sells
| 1 |
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
|
$126K |
| 2 |
JPMorgan Chase
JPM
|
$75.3K |
| 3 |
KSU
Kansas City Southern
KSU
|
$70.8K |
| 4 |
General Mills
GIS
|
$70.7K |
| 5 |
Ichor Holdings
ICHR
|
$59.5K |
Sector Composition
| 1 | Technology | 16.99% |
| 2 | Healthcare | 15.88% |
| 3 | Financials | 12.59% |
| 4 | Consumer Staples | 12.32% |
| 5 | Industrials | 10.43% |
