SCA
Stonebridge Capital Advisors Portfolio holdings
AUM
$1.32B
1-Year Return
16.53%
This Quarter Return
+7.91%
1 Year Return
+16.53%
3 Year Return
+63.11%
5 Year Return
+116.98%
10 Year Return
+257.59%
AUM
$613M
AUM Growth
+$32.8M
(+5.7%)
Cap. Flow
-$8.83M
Cap. Flow
% of AUM
-1.44%
Top 10 Holdings %
Top 10 Hldgs %
22.97%
Holding
978
New
59
Increased
183
Reduced
178
Closed
90
Top Buys
Top Sells
| 1 |
Truist Financial
TFC
|
+$10.1M |
| 2 |
BSCJ
Invesco BulletShares 2019 Corporate Bond ETF
BSCJ
|
+$4.55M |
| 3 |
Apple
AAPL
|
+$3.91M |
| 4 |
JPMorgan Chase
JPM
|
+$729K |
| 5 |
Home Depot
HD
|
+$638K |
Sector Composition
| 1 | Technology | 14.69% |
| 2 | Financials | 13.21% |
| 3 | Healthcare | 12.63% |
| 4 | Consumer Discretionary | 9.35% |
| 5 | Consumer Staples | 8.84% |
