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
251
$1.08M 0.09%
21,229
+1,961
252
$1.06M 0.09%
17,164
-11,883
253
$1.06M 0.09%
10,660
-6,728
254
$1.06M 0.09%
50,499
-270
255
$1.05M 0.09%
47,417
+20,650
256
$1.05M 0.09%
+52,256
257
$1.03M 0.09%
6,166
-294
258
$1.03M 0.09%
12,900
+1,374
259
$1.03M 0.09%
38,672
-8,327
260
$1.01M 0.09%
11,102
+480
261
$1M 0.09%
26,501
+2,048
262
$1M 0.09%
10,756
+1,670
263
$999K 0.09%
27,353
+214
264
$986K 0.08%
49,427
-2,544
265
$979K 0.08%
37,810
+875
266
$978K 0.08%
22,757
+3,091
267
$959K 0.08%
5,733
+56
268
$958K 0.08%
10,626
-189
269
$946K 0.08%
10,134
+387
270
$937K 0.08%
17,510
-2,431
271
$922K 0.08%
8,683
-3,376
272
$910K 0.08%
5,817
+4,214
273
$906K 0.08%
6,329
-1,094
274
$904K 0.08%
5,638
-3,943
275
$902K 0.08%
4,111
+646
9 10
11
12 13