SA

Sovran Advisors Portfolio holdings

AUM $1.13B
1-Year Est. Return 17.11%
This Quarter Est. Return
1 Year Est. Return
+17.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$702M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
408
New
Increased
Reduced
Closed

Top Buys

1 +$37.5M
2 +$18.3M
3 +$17.5M
4
NVDA icon
NVIDIA
NVDA
+$14.1M
5
AAPL icon
Apple
AAPL
+$12.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.1%
2 Healthcare 4.21%
3 Consumer Discretionary 3.57%
4 Financials 3.23%
5 Communication Services 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$207K 0.03%
+723
402
$204K 0.03%
+316
403
$203K 0.03%
+3,665
404
$202K 0.03%
+2,116
405
$201K 0.03%
+526
406
$201K 0.03%
+3,441
407
$158K 0.02%
+59,584
408
$62.8K 0.01%
+10,000