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

Top Buys

1
+$2.49M
2
+$549K
3
+$429K
4
EQT icon
EQT Corp
EQT
+$299K
5
AKP
Alliance Californa Muni Fd
AKP
+$125K

Top Sells

1
+$2.02M
2
+$1.06M
3
+$722K
4
RIOT icon
Riot Platforms
RIOT
+$573K
5
LILAK icon
Liberty Latin America Class C
LILAK
+$459K

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
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140
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6