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
251
$2.18M 0.1%
15,139
-300
252
$2.18M 0.1%
14,697
+694
253
$2.17M 0.1%
15,221
+5,358
254
$2.15M 0.1%
51,542
+3,131
255
$2.1M 0.1%
35,518
+7,644
256
$2.08M 0.09%
68,452
-7,980
257
$2.07M 0.09%
25,238
-1,698
258
$2.06M 0.09%
30,819
+7,843
259
$2.04M 0.09%
5,679
+1,791
260
$2.04M 0.09%
20,635
261
$2.01M 0.09%
21,208
+607
262
$2.01M 0.09%
21,954
-11,984
263
$2M 0.09%
9,552
+3,859
264
$2M 0.09%
78,977
-1,231
265
$2M 0.09%
13,364
+136
266
$1.99M 0.09%
16,006
-17,591
267
$1.98M 0.09%
13,243
+1,099
268
$1.98M 0.09%
7,075
+774
269
$1.96M 0.09%
5,193
-626
270
$1.95M 0.09%
35,900
271
$1.93M 0.09%
10,747
-903
272
$1.92M 0.09%
33,830
+13,261
273
$1.9M 0.09%
10,335
+1,950
274
$1.88M 0.08%
81,181
+273
275
$1.88M 0.08%
174,678
-2,826
9 10
11
12 13