SBA
Seven Bridges Advisors Portfolio holdings
AUM
$9.75M
This Quarter Return
-0.74%
1 Year Return
+16.73%
3 Year Return
+50.21%
5 Year Return
–
10 Year Return
–
AUM
$21.7M
AUM Growth
+$21.7M
(-82%)
Cap. Flow
-$101M
Cap. Flow
% of AUM
-467.54%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
121
New
3
Increased
–
Reduced
1
Closed
117
Top Buys
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$2.29M |
| 2 |
First Trust Dividend Strength ETF
FTDS
|
$1.31M |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
$1.3M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$7.67M |
| 2 |
Microsoft
MSFT
|
$4.99M |
| 3 |
Visa
V
|
$3.36M |
| 4 |
Constellation Brands
STZ
|
$3.18M |
| 5 |
Meta Platforms (Facebook)
META
|
$2.53M |
Sector Composition
| 1 | Communication Services | 0% |
| 2 | Consumer Discretionary | 0% |
| 3 | Consumer Staples | 0% |
| 4 | Energy | 0% |
| 5 | Financials | 0% |
