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
$119M
AUM Growth
+$7.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$1.38M
3
+$1.32M
4
NUE icon
Nucor
NUE
+$971K
5
BHI
Baker Hughes
BHI
+$918K

Top Sells

1
+$1.26M
2
+$1.21M
3
+$1.12M
4
SPR icon
Spirit AeroSystems
SPR
+$613K
5
DD icon
DuPont de Nemours
DD
+$584K

Sector Composition

1 Financials 16.84%
2 Consumer Discretionary 13.04%
3 Communication Services 10.31%
4 Energy 9.48%
5 Technology 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-7,167
152
– –
-4,756
153
– –
-2,557
3 4 5 6
7