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
$105M
AUM Growth
+$6.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$781K
3
+$766K
4
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
+$708K
5
MSFT icon
Microsoft
MSFT
+$665K

Top Sells

1
+$895K
2
+$881K
3
+$877K
4
ROST icon
Ross Stores
ROST
+$826K
5
AMZN icon
Amazon
AMZN
+$798K

Sector Composition

1 Financials 16.19%
2 Consumer Discretionary 15.47%
3 Communication Services 11.69%
4 Technology 9.89%
5 Energy 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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