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
101
– –
-46,480
102
– –
-2,899
103
– –
-22,275
104
– –
-2,000
105
– –
-4,757
106
– –
-10,033
107
– –
-6,242
108
– –
-126
109
– –
-45,995
110
– –
-22,241
111
– –
-30,788
112
– –
-9,696
113
– –
-5,642
114
– –
-14,314
115
– –
-16,005
116
– –
-3,321
117
– –
-18,702
118
– –
-1,455
119
– –
-18,834
120
– –
-32,548
121
– –
-1,015
1 2 3 4
5