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
$1.16B
AUM Growth
+$246M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$3.63M
3
+$3.27M
4
ZS icon
Zscaler
ZS
+$3.16M
5
XOM icon
Exxon Mobil
XOM
+$3.1M

Top Sells

1
+$4.04M
2
+$3.78M
3
+$3.37M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.1M
5
CB icon
Chubb
CB
+$2.46M

Sector Composition

1 Technology 17.63%
2 Healthcare 7.12%
3 Consumer Staples 6.44%
4 Financials 6.09%
5 Industrials 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.32M 0.11%
8,828
+2,639
227
$1.32M 0.11%
6,621
-837
228
$1.31M 0.11%
+15,412
229
$1.3M 0.11%
10,981
-320
230
$1.27M 0.11%
22,235
+1,697
231
$1.27M 0.11%
21,064
-19,294
232
$1.26M 0.11%
43,591
-425
233
$1.26M 0.11%
17,475
-60
234
$1.24M 0.11%
11,148
-750
235
$1.24M 0.11%
30,430
+11,460
236
$1.23M 0.11%
40,493
-143
237
$1.23M 0.1%
28,570
+3,588
238
$1.21M 0.1%
+16,780
239
$1.2M 0.1%
3,650
+29
240
$1.19M 0.1%
47,101
+1,390
241
$1.18M 0.1%
16,475
-179
242
$1.18M 0.1%
15,165
-158
243
$1.18M 0.1%
12,125
+6,539
244
$1.15M 0.1%
+12,739
245
$1.12M 0.1%
+27,632
246
$1.11M 0.09%
11,043
+241
247
$1.1M 0.09%
22,103
+4,809
248
$1.1M 0.09%
15,534
-10,047
249
$1.09M 0.09%
29,889
+869
250
$1.08M 0.09%
38,285
+349
8 9
10
11 12