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
$126M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1 +$18M
2 +$4.63M
3 +$2.77M
4
BIDU icon
Baidu
BIDU
+$1.09M
5
CACC icon
Credit Acceptance
CACC
+$975K

Top Sells

1 +$809K
2 +$724K
3 +$667K
4
KHC icon
Kraft Heinz
KHC
+$662K
5
AXP icon
American Express
AXP
+$629K

Sector Composition

1 Financials 15.87%
2 Consumer Discretionary 13.53%
3 Technology 10.61%
4 Healthcare 9.22%
5 Energy 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
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154
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155
-384
156
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157
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158
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159
-8,978
160
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161
-4,021
162
-3,064