Asset Manager
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Seven Bridges Advisors LLC
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)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| INDA | 21.19% | 0.00% | +21.19% | $2M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| SPY | 78.81% | 100.00% | -21.19% | $8M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| 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)
New Positions
| Symbol | Value | % Port |
|---|---|---|
| INDA | $2M | 21.19% |