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
$123M
AUM Growth
+$4.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$2.32M
3
+$541K
4
LBRDK icon
Liberty Broadband Class C
LBRDK
+$410K
5
EQT icon
EQT Corp
EQT
+$283K

Top Sells

1
+$2.02M
2
+$1.01M
3
+$846K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$722K
5
RIOT icon
Riot Platforms
RIOT
+$573K

Sector Composition

1 Financials 14.62%
2 Consumer Discretionary 12.58%
3 Communication Services 9.62%
4 Energy 9.41%
5 Technology 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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140
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2 3 4 5
6