SBA
Seven Bridges Advisors Portfolio holdings
AUM
$9.75M
This Quarter Return
+5.13%
1 Year Return
+16.73%
3 Year Return
+50.21%
5 Year Return
–
10 Year Return
–
AUM
$9.75M
AUM Growth
+$9.75M
(+36%)
Cap. Flow
+$2.07M
Cap. Flow
% of AUM
21.19%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
2
New
1
Increased
–
Reduced
–
Closed
–
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
SPDR S&P 500 ETF Trust
SPY
$658B
| $7.68M | 78.81% |
26,423
| – | – |
|
2
iShares MSCI India ETF
INDA
$9.17B
| $2.07M | 21.19% |
+63,595
| New | +$2.07M |
|