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
$21.7M
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.31M
3
+$1.3M

Top Sells

1
+$7.67M
2
+$4.99M
3
+$3.36M
4
STZ icon
Constellation Brands
STZ
+$3.18M
5
META icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-1,455
77
– –
-18,834
78
– –
-2,920
79
– –
-5,957
80
– –
-13,731
81
– –
-17,780
82
– –
-12,324
83
– –
-5,685
84
– –
-4,395
85
– –
-13,863
86
– –
-23,260
87
– –
-13,982
88
– –
-22,166
89
– –
-13,899
90
– –
-28,519
91
– –
-1,762
92
– –
-2,248
93
– –
-2,855
94
– –
-29,496
95
– –
-4,731
96
– –
-7,248
97
– –
-2,691
98
– –
-14,678
99
– –
-8,563
100
– –
-1,944
1 2 3
4
5