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
$441M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1 +$1.24M
2 +$1.06M
3 +$676K
4
EXE
Expand Energy Corp
EXE
+$587K
5
NXPI icon
NXP Semiconductors
NXPI
+$518K

Sector Composition

1 Technology 22.63%
2 Healthcare 12.66%
3 Consumer Staples 9.35%
4 Industrials 7.53%
5 Communication Services 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-3,450
202
-6,588
203
-1,525
204
-1,602
205
-67
206
-806
207
-2,558
208
-900
209
-10,000