SCA

Snowden Capital Advisors Portfolio holdings

AUM $3.66B
1-Year Est. Return 23.12%
This Quarter Est. Return
1 Year Est. Return
+23.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$293M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$6.03M
2
+$5.43M
3
+$5.01M
4
MBB icon
iShares MBS ETF
MBB
+$4.88M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$4.74M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 8.46%
2 Industrials 8.21%
3 Technology 7.12%
4 Communication Services 6.04%
5 Consumer Staples 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$290K 0.1%
+10,710
227
$290K 0.1%
+3,991
228
$286K 0.1%
+3,976
229
$286K 0.1%
+8,009
230
$283K 0.1%
+5,886
231
$273K 0.09%
+11,410
232
$273K 0.09%
+3,730
233
$269K 0.09%
+2,433
234
$268K 0.09%
+14,198
235
$267K 0.09%
+8,676
236
$261K 0.09%
+15,353
237
$259K 0.09%
+9,146
238
$257K 0.09%
+9,518
239
$256K 0.09%
+1,293
240
$252K 0.09%
+11,076
241
$251K 0.09%
+2,070
242
$248K 0.08%
+4,222
243
$248K 0.08%
+1,526
244
$247K 0.08%
+4,238
245
$243K 0.08%
+3,862
246
$242K 0.08%
+5,375
247
$240K 0.08%
+12,720
248
$236K 0.08%
+4,288
249
$233K 0.08%
+8,780
250
$230K 0.08%
+5,652
7 8 9
10
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