SBA

Seven Bridges Advisors Portfolio holdings

AUM $9.75M
1-Year Est. Return 16.73%
This Quarter Est. Return
1 Year Est. Return
+16.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1 +$18M
2 +$4.63M
3 +$2.77M
4
BIDU icon
Baidu
BIDU
+$1.09M
5
CACC icon
Credit Acceptance
CACC
+$975K

Top Sells

1 +$809K
2 +$724K
3 +$667K
4
KHC icon
Kraft Heinz
KHC
+$662K
5
AXP icon
American Express
AXP
+$629K

Sector Composition

1 Financials 15.87%
2 Consumer Discretionary 13.53%
3 Technology 10.61%
4 Healthcare 9.22%
5 Energy 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.41M 1.12%
13,540
-1,616
27
$1.34M 1.06%
17,746
+4,462
28
$1.32M 1.04%
46,680
+14,312
29
$1.29M 1.02%
22,284
-6,747
30
$1.26M 1%
32,278
+9,816
31
$1.16M 0.92%
40,197
+18,040
32
$1.06M 0.84%
40,503
-25,360
33
$1.06M 0.84%
15,887
-1,063
34
$1.06M 0.84%
24,209
+5,266
35
$1.05M 0.83%
13,771
+4,154
36
$1.04M 0.82%
8,703
-1,125
37
$1.04M 0.82%
3,893
-517
38
$1.03M 0.82%
6,594
+1,215
39
$1.03M 0.81%
32,082
+11,874
40
$1.02M 0.81%
7,762
-739
41
$1.01M 0.8%
8,516
+3,526
42
$984K 0.78%
8,628
-328
43
$980K 0.78%
15,199
-5,264
44
$964K 0.76%
26,199
+877
45
$921K 0.73%
59,620
+21,060
46
$903K 0.71%
8,834
+6,572
47
$900K 0.71%
16,822
+12,223
48
$899K 0.71%
11,378
+3,053
49
$895K 0.71%
10,137
+2,850
50
$860K 0.68%
35,982
-305