SBA
Seven Bridges Advisors Portfolio holdings
AUM
$9.75M
1-Year Est. Return
16.73%
1 Year Est. Return
+16.73%
AUM
$7.17M
AUM Growth
-$14.5M
(-67%)
Holding
4
Top Buys
No buys this quarter
Top Sells
| 1 | +$10.1M | |
| 2 | +$2.29M | |
| 3 | +$1.31M | |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
+$1.3M |
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
SPDR S&P 500 ETF Trust
SPY
$660B
| $7.17M | 100% |
26,423
-37,253
|
|
||
2
First Trust Dividend Strength ETF
FTDS
$24.2M
| – | – |
-10,894
|
|
||
3
Vanguard FTSE Emerging Markets ETF
VWO
$102B
| – | – |
-48,730
|
|
||
|
4
Technology Select Sector SPDR Fund
XLK
$93.7B
| – | – |
-19,892
|
|