SCA
Snowden Capital Advisors Portfolio holdings
AUM
$3.39B
1-Year Return
21.1%
This Quarter Return
+24.14%
1 Year Return
+21.1%
3 Year Return
+89.32%
5 Year Return
+154.35%
10 Year Return
–
AUM
$1.16B
AUM Growth
+$246M
(+27%)
Cap. Flow
+$61.5M
Cap. Flow
% of AUM
5.3%
Top 10 Holdings %
Top 10 Hldgs %
16.26%
Holding
579
New
61
Increased
268
Reduced
196
Closed
34
Top Buys
| 1 |
iShares ESG Aware MSCI USA ETF
ESGU
|
+$4.31M |
| 2 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$3.63M |
| 3 |
Microsoft
MSFT
|
+$3.27M |
| 4 |
Zscaler
ZS
|
+$3.16M |
| 5 |
Exxon Mobil
XOM
|
+$3.1M |
Top Sells
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$4.04M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$3.78M |
| 3 |
Zoom
ZM
|
+$3.37M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$3.1M |
| 5 |
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% |
