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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
$21.7M
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$1.34M
3
+$366K

Top Sells

1
+$7.95M
2
+$4.99M
3
+$3.36M
4
STZ icon
Constellation Brands
STZ
+$3.18M
5
META icon
Meta Platforms (Facebook)
META
+$2.53M

Sector Composition

1 Communication Services 0%
2 Consumer Discretionary 0%
3 Consumer Staples 0%
4 Energy 0%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.8M 77.36%
63,676
-29,145
2
$2.29M 10.57%
+48,730
3
$1.31M 6.06%
+10,894
4
$1.3M 6.01%
+39,784
5
– –
-9,121
6
– –
-11,364
7
– –
-2,810
8
– –
-10,481
9
– –
-15,298
10
– –
-8,899
11
– –
-2,855
12
– –
-29,496
13
– –
-4,731
14
– –
-1,944
15
– –
-742
16
– –
-25,652
17
– –
-2,899
18
– –
-22,275
19
– –
-2,000
20
– –
-18,092
21
– –
-9,486
22
– –
-2,020
23
– –
-27,701
24
– –
-21,137
25
– –
-23,092
1
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