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
$7.17M
AUM Growth
-$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$10.1M
2 +$2.29M
3 +$1.31M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.3M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SPY icon
1
SPDR S&P 500 ETF Trust
SPY
$660B
$7.17M 100%
26,423
-37,253
FTDS icon
2
First Trust Dividend Strength ETF
FTDS
$24.2M
-10,894
VWO icon
3
Vanguard FTSE Emerging Markets ETF
VWO
$102B
-48,730
XLK icon
4
Technology Select Sector SPDR Fund
XLK
$93.7B
-19,892