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
$2.35B
AUM Growth
-$444M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,221
New
Increased
Reduced
Closed

Top Buys

1
+$5.49M
2
+$4.98M
3
+$4.4M
4
AVY icon
Avery Dennison
AVY
+$4.21M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.89M

Top Sells

1
+$23.9M
2
+$13.3M
3
+$12.4M
4
MCD icon
McDonald's
MCD
+$11M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$8.94M

Sector Composition

1 Technology 19.69%
2 Financials 9.14%
3 Healthcare 8.13%
4 Consumer Discretionary 7.08%
5 Industrials 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.85M 0.12%
11,571
+2,008
227
$2.84M 0.12%
57,060
+2,255
228
$2.83M 0.12%
12,305
-2,237
229
$2.81M 0.12%
10,452
-2,106
230
$2.8M 0.12%
17,990
-4,065
231
$2.77M 0.12%
19,552
-8,960
232
$2.76M 0.12%
18,258
+1,288
233
$2.76M 0.12%
13,008
-2,904
234
$2.75M 0.12%
26,545
-22,040
235
$2.72M 0.12%
7,210
-1,666
236
$2.71M 0.12%
25,028
-66
237
$2.68M 0.11%
53,699
-717
238
$2.67M 0.11%
39,150
+6,460
239
$2.65M 0.11%
52,792
-11,771
240
$2.62M 0.11%
+130,452
241
$2.59M 0.11%
33,132
-50,700
242
$2.53M 0.11%
15,689
-3,344
243
$2.49M 0.11%
87,716
+41,274
244
$2.49M 0.11%
30,574
+1,309
245
$2.49M 0.11%
38,635
-1,296
246
$2.47M 0.11%
40,843
-535
247
$2.47M 0.1%
7,603
-7,654
248
$2.45M 0.1%
12,521
-183
249
$2.43M 0.1%
41,907
-15,968
250
$2.34M 0.1%
46,006
-5,812
8 9
10
11 12