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SBA

Seven Bridges Advisors Portfolio holdings

AUM $9.75M
1-Year Est. Return 16.73%
This Fund
S&P 500
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
+$2.34M
2
+$1.34M
3
+$366K

Top Sells

1
+$7.95M
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
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102
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108
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110
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-10,033
111
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-5,642
112
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115
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-18,702
116
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-1,455
117
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118
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119
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120
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121
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-7,598
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5