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Seven Bridges Advisors LLC

Q3 2018 · Filed 2018-10-17
Market Value
$10M
+36.0%
Holdings
2
-2
New Purchases
1
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
50.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
INDA 21.19% 0.00% +21.19% $2M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPY 78.81% 100.00% -21.19% $8M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 1 $8M 78.8%
Mid Cap 1 $2M 21.2%

Portfolio Analytics

Avg Market Cap
$414.5B
Median Market Cap
$414.5B
Avg P/E
—
Median P/E
—
Avg Dividend Yield
—%
Avg Beta
0.79
# Stocks
0
# ETFs / Funds
2

Top Holdings (2 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SPY 78.81% 26,423 $8M $290.73 $514K — —
2 INDA 21.19% 63,595 $2M $32.47 — +63,595 — NEW

New Positions

SymbolValue% Port
INDA $2M 21.19%
View SEC EDGAR Filings for Seven Bridges Advisors LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms