SCA

Snowden Capital Advisors Portfolio holdings

AUM $3.87B
1-Year Est. Return 22.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.54%
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 +$14.7M
2 +$12.3M
3 +$10.6M
4
AAPL icon
Apple
AAPL
+$6.94M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$5M

Top Sells

1 +$8.79M
2 +$8.45M
3 +$7.52M
4
FCX icon
Freeport-McMoran
FCX
+$6.38M
5
NVO icon
Novo Nordisk
NVO
+$5.75M

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%
30,442
+10,716
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%
25,965
-3,130
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