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
$2.21B
AUM Growth
-$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,186
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$11.1M
3
+$9.06M
4
AAPL icon
Apple
AAPL
+$6.11M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.94M

Top Sells

1
+$8.79M
2
+$7.57M
3
+$6.77M
4
FCX icon
Freeport-McMoran
FCX
+$5.96M
5
NVO icon
Novo Nordisk
NVO
+$5.35M

Sector Composition

1 Technology 17.77%
2 Healthcare 10.27%
3 Financials 8.32%
4 Consumer Discretionary 7.27%
5 Consumer Staples 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.46M 0.11%
69,256
+17,194
227
$2.46M 0.11%
32,348
+1,600
228
$2.44M 0.11%
26,428
+2,495
229
$2.44M 0.11%
105,870
+66,062
230
$2.44M 0.11%
26,378
-804
231
$2.44M 0.11%
60,595
+1,244
232
$2.43M 0.11%
50,311
+5,286
233
$2.42M 0.11%
18,174
-112
234
$2.42M 0.11%
39,363
-723
235
$2.38M 0.11%
104,615
+50,569
236
$2.37M 0.11%
166,657
+4,041
237
$2.37M 0.11%
23,250
+2,358
238
$2.36M 0.11%
40,941
+4,459
239
$2.33M 0.11%
34,327
+1,335
240
$2.31M 0.1%
38,075
-130
241
$2.31M 0.1%
45,280
+18,125
242
$2.3M 0.1%
83,266
-14,077
243
$2.27M 0.1%
14,571
+3,976
244
$2.27M 0.1%
11,102
+1,876
245
$2.24M 0.1%
53,512
+45,899
246
$2.23M 0.1%
9,755
-423
247
$2.23M 0.1%
24,460
+7,807
248
$2.23M 0.1%
6,670
+1,009
249
$2.21M 0.1%
50,664
+24,755
250
$2.21M 0.1%
50,117
-2,262
8 9
10
11 12